Hi,
has anyone had any luck importing trade history from Commsec’s current international platform?
All the information provided by Sharesight to importfrom broker is only compatible with ASX trades held by Commsec.
Any help would be appreciated.
I have this Question too.
I can’t figure it out using the Bot.
Hi @Adam, for CommSec International, we support automatic imports using the Trade Confirmation Report. Simply download this report from your broker account and email it to your portfolio’s email address to have the trades imported.
If you need any further help, feel free to reach out to our support team.
Hi Piumi,
On the Commsec international platform it is only possible to download the Trade Confirmation Report as a pdf file or html. These are also done as a historical date collection, so not for individual share confirmations, on the international platform.
Which one will work to email our Sharesight email?
Hi @zot we support the PDF report.
Commsec International also provide a way to export your activity file. This file will work but require formatting. If you can get that file, contact support, we can format it for you and import. Ideal if you have a lot of historical trades.
Hi
I just tried sending the PDF to my email but it failed to import and said the document is not parseable?
Hi @JoshT our support team will be in touch with you on this.