Automatically add trades from E*TRADE into Sharesight

If you’re a US investor trading with E*TRADE, you can connect your brokerage account to Sharesight via SnapTrade to automatically import your trading data to your Sharesight portfolio. With support for over 200 global brokers and automatically updated price and dividend information on more than 500,000 global stocks, ETFs and mutual funds, Sharesight is the ultimate tool to track all of your investments in one place. Keep reading to learn more. Keep reading to learn more about the benefits of tracking your performance in Sharesight, and how you can sync your E*TRADE trades to your portfolio.

Who is E*TRADE?

E*TRADE is a US-based discount broker that was founded in 1982. The company’s online trading platform allows investors to purchase a range of US stocks, ETFs, mutual/managed funds and fixed income investments, with brokerage fees from $0. E*TRADE also provides research tools such as trading ideas, a strategy optimisation tool, investment news, charting tools and technical analysis. The broker was acquired by Morgan Stanley in 2020.

Why you should track your E*TRADE trades with Sharesight

By importing your E*TRADE trades to Sharesight (along with the rest of your investments), you can easily track your investment performance across different brokers, asset classes and over 60 global markets, including the NYSE, Nasdaq and NYSE American market. Sharesight also offers a range of powerful reports for investors such as performance, portfolio diversity, contribution analysis, exposure, multi-period and multi-currency valuation. The ability to track cash accounts, property, cryptocurrency and over 24,000 US mutual funds is just another reason you should consider using Sharesight to track your investment portfolio.

A snapshot of a US investor’s multi-asset portfolio, tracked in Sharesight.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the importance of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

How to import your E*TRADE trades to Sharesight

If you trade through E*TRADE, you can establish a secure connection between your E*TRADE and Sharesight accounts, which will automatically sync your trading history and any future trades to your portfolio. If you do not wish to link your E*TRADE and Sharesight accounts, you can also capture your trading history by uploading a spreadsheet of trades to Sharesight.

Connect your E*TRADE account to Sharesight via SnapTrade

Sharesight leverages SnapTrade’s integration with E*TRADE to allow you to automatically import your trades to your Sharesight portfolio.

If you’re new to Sharesight, you can get started by signing up for a free account.

Once you’re logged into your Sharesight account, simply enter your portfolio, select ‘Brokers’ at the top of the page and search ‘E*TRADE’. Once you’ve clicked into the E*TRADE broker tile, click ‘Connect E*TRADE’ and follow the instructions to link your E*TRADE account to Sharesight.

Import historical trades via spreadsheet

For your convenience, it is recommended that you connect your E*TRADE account to Sharesight as outlined above. However, if you do not wish to establish a connection between your Sharesight and E*TRADE accounts, you can also import historical trades by uploading a spreadsheet file of trades from your E*TRADE trading account. As long as the file contains all the required information, you can upload it to Sharesight and quickly bulk import the trading data you wish to see in your portfolio.

Start tracking your E*TRADE trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

• Track all of your investments in one place, including US and international stocks, mutual funds, property and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, exposure, multi-period, multi-currency valuation and future income
• Easily share access to your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments that you do.

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• Automatically track trades from over 200 global brokers
• Easily track US stocks with Sharesight
• Track US mutual funds with Sharesight