Back to brokers & apps

Betashares

How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Follow the steps below for step-by-step instructions on how to bulk import your historical trades.

  1. Login to your Betashares account.

  2. Navigate to your trading account.

  3. Find the link to download your trades.

  4. Check that your file download contains the required information.

  5. Login to or Sign up for Sharesight.

  6. Click on Brokers tab at the top.

  7. Search and select 'Betashares'.

  8. Upload your file. (You will be able to review the import before it is saved)

How to import new trades

Sharesight supports Betashares using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.

Access Betashares Direct

Betashares Direct is the new investing platform designed to help you build wealth, your way. Invest in any ASX-traded ETF with zero brokerage. Schedule recurring orders for Betashares ETFs at no cost and zero brokerage. Access professionally constructed pre-built portfolios, or build your own custom portfolio in a few simple steps.

Sign up now

Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees. ETF management costs apply.