Can you advise if INVESTNOW will be added to the list of brokers we can do an automatic import from?
Hi @BizWiz007 welcome to the community! ![]()
At this stage, we don’t have any support with Investnow. Does this broker provide trade confirmations in PDF format?
Hi @Jack_Sharesight, is this an Investnow issue or a sharesight issue? Are you talking to each other?
The Investnow platform does support the manual triggering of monthly investor reports which include all trading activity for the month. An import option for these would be great as an interim measure, but ultimately an automated solution is needed.
Thanks.
It just hasn’t come up on our radar to support. Please do send these activity statements to our support team and we’ll pass these to our dev team to see if we can support the broker ![]()
Hi @Jack_Sharesight,
Further discussion: https://www.reddit.com/r/PersonalFinanceNZ/comments/ej5lq1/best_way_to_use_sharesight_with_investnow/
I’ll send a pdf in - but really we need automated support.
Tracking a broad range of funds in one place was a key reason for signing up to sharesight.
Thanks!
I understand INVESTNOW is meeting with Sharesight on this topic. Their platform has over $1 billion invested by thousands of Kiwis, much through PIE funds which have advantages for NZ investors.
Very keen to see this progress!
After 1 year, anyone got any idea if there was progress made on this front, or any indication of an ETA?
Hi @sub_blam, unfortunately, we haven’t been able to find a compatible report or trade confirmation format for this broker that we can support at this time.
Any further updates on this thread? Keen to see some progress on automating imports of trades
Investnow has introduced a General Ledger report such includes transactions over a given period. Could this be used to import transactions?
Hi @Mav are you able to share a sample file with us on support@sharesight.com. We can check if it can be supported.
Any progress on this?
Is there an ETA for delivery of integration with InvestNow:?
Is there an update on this please?
Same request - I was going to transfer a substantial amount of my portfolio to InvestNow, without that integration it makes my Sharesight subscription pretty useless!
@Renee & @steve1 - We understand users such as yourselves are interested in proper InvestNow integration, however for us to integrate with InvestNow, InvestNow will need to do some development as they don’t have trade confirmations & their ledger report isn’t very useful for this purpose.
For brokers, they themselves often don’t see an obvious benefit in devoting dev time to these issues when requested by us; our team have reached out to them previously & again recently to follow up… but the best thing would be users of InvestNow (or any broker who wants Sharesight integration) such as yourselves to make this issue known to them directly (seeing you are their clients) so they understand there is a business case for it.
Brokers either need to produce confirmation documents we can parse, surface APIs we can use, or build to our Sharesight APIs to ensure accuracy due to issues like DRPs & other complications.
Many thanks for the reply Matt, much appreciated. I’ll start harassing InvestNow and see how I go!
Cheers
Thanks. I’ve reached out to InvestNow to see if they can invest into the API. Their reporting is currently crap so investing in to this would be a welcome change.
I too have asked, a few months back, via their messaging service in my account. The answer I received was disappointing - just a “No we don’t” without expanding further.
Yeah it strongly appears that InvestNow couldn’t give a damn about their customers, replies I got were bordering on insulting. I am gobsmacked that they can’t at least offer trade confirmations, I mean, that seems to be bordering on incompetence. I was going to move a multi-mill portfolio to them but won’t be now, the lack of visibility, support and future direction is so hopeless I’m bailing on them. When I told them that, they didn’t even bother replying.