Track your ASB Securities portfolio with Sharesight

Investors trading via New Zealand broker ASB Securities can automatically import their trading data to a Sharesight portfolio. This makes it easier than ever for NZ investors to leverage Sharesight’s award-winning performance, dividend tracking and tax reporting features. To learn more about how to track the performance of your ASB trades with Sharesight, keep reading.

Who is ASB Securities?

Operating under one of New Zealand’s most well-known banks, ASB Securities is a full-service broker that offers online trading on the NZX and ASX, plus access to major global markets through its network of brokers. Investors have access to shares, ETFs, New Zealand fixed interest securities, IPOs and margin lending. ASB also provides regular market reports, analyst information and company news to keep investors up-to-date.

Why you should track your ASB Securities trades with Sharesight

By importing your ASB Securities trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets. You will also gain access to Sharesight’s automatic dividend tracking, plus advanced performance and tax reporting tools designed for self-directed investors.

Sharesight makes it easy to track the performance of all your investments in one place.

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving you the complete picture of your portfolio’s performance. Sharesight also offers a range of powerful reports including performance, portfolio diversity, contribution analysis, exposure, multi-currency valuation, multi-period and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason you should consider using Sharesight to track your investment portfolio.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including franked dividends and 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 value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

An example of a stock in a NZ investor's portfolio where dividends make a significant contribution to the overall return.

How to import your ASB Securities trades to Sharesight

Sharesight allows you to import your historical and ongoing ASB trades through the trade confirmation emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file.

Trade confirmation emails

By simply having your broker's trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits. For more information on how to enable this feature, see our instructional video here:

Spreadsheet

While enabling automatic trade confirmation forwarding is the recommended method to import your ASB trades into Sharesight, you can also import historical trades by creating a spreadsheet of trades from your 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 ASB Securities 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 global stocks, ETFs, managed funds, property and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, exposure, multi-currency valuation, multi-period and future income
• See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

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

FURTHER READING

• 5 ways Sharesight helps New Zealand investors at tax time

• How to track exchange-traded funds (ETFs)

• Automatically import trades to your portfolio using email