Automatically track your moomoo trades with Sharesight

Disclaimer: The content of this article is provided for informational purposes only. It does not constitute, and should not be interpreted as, a recommendation or endorsement of any particular product or service. Readers are encouraged to conduct their own research and exercise their own judgment when making purchasing decisions. Sharesight shall not be held responsible for any consequences resulting from reliance on the information provided within this article.

Sharesight and moomoo have partnered to make it even easier for Australian investors to track their investments in Sharesight. By connecting their moomoo account to Sharesight, investors can automatically sync their trading data to a Sharesight portfolio, allowing them to take advantage of Sharesight’s award-winning performance, dividend tracking and tax reporting. To learn more about the benefits of connecting Sharesight and moomoo, keep reading.

What is moomoo?

moomoo is an online broker that supports Australian investors of all backgrounds and experience levels. Whether you are looking to trade or invest in popular US stocks 24 hours a day, five days a week, see what asset management companies (AMCs) such as Warren Buffett’s Berkshire Hathaway are buying and selling, access easy-to-understand company financials or check analyst ratings, we’ve got you covered. Our free-to-access features allow you to learn from the pros, build your own strategies and leverage AI-powered tools to become a better trader.

Key features of moomoo

• Global markets at your fingertips: Trade 15,000+ stocks & ETFs across US, AU & HK markets
• Round-the-clock US trading: Trade US stocks 24-hours a day, five days a week including during overnight sessions
• CHESS-Sponsored trading available: Enjoy CHESS-Sponsored ASX trading from just AU$3.*

*Or 0.03% of trade value, whichever is larger

• Trade more, pay less: Enjoy US trades at $0.99 per order.*

*Other pass-through fees and FX conversion spreads apply

• Invest in leading companies: Boost your portfolio with leading global companies
• Diversify with ETFS: ETFs offer a cost-effective and versatile way to diversify across a wide range of securities
• Tailored for beginners: Level up with 1200+ free investing courses and practice your investment strategies with our paper trading tool
• Pro tools without pro prices: Gain full access to pro-level charting tools and innovative features
• Find more opportunities: Navigate an industry's value chain to uncover opportunities in the supply chain.

Competitive trading fees

Trade at an advantage with moomoo's competitive trading fees, fixed at US$0.99 per trade* on all US trades, CHESS-sponsored ASX trades from just A$3 per trade* and a minimum of HK$18 on Hong Kong trades.

Free access to pro-level data and tools

There are no subscription fees at moomoo — all users enjoy free access to 60 levels of Level 2 market data and features such as analyst ratings, full company financials, and AI analysis tools.

Unlock welcome rewards

Join moomoo to receive up to 10 free shares with eligible deposits and earn up to 6.8% interest on your uninvested balance for the first 30 days. Plus, unlock US$2000 and A$2000 brokerage-free cards by placing your first buy order with moomoo.

T&Cs and eligibility apply.

You're in good company

moomoo Australia, a subsidiary of Nasdaq-listed fintech Futu Holdings, is an ASIC-regulated broker with an Australian Financial Services License. Additionally, as a CHESS-sponsored broker, you trade with your own HIN on moomoo.

The go-to place for beginner investors

moomoo is committed to supporting beginners on their journey to success. With 24-hour customer service available every trading day to answer your queries, more than 740 educational courses catering to users at every stage, and paper trading for risk-free practice.

Why has moomoo integrated with Sharesight?

Using Sharesight to consolidate investment tracking and reporting in one place is a great accompaniment to moomoo's offering in the Australian market.

"By partnering with Sharesight we take a further step toward our goal of making share trading as accessible as possible for our users. They can now easily track all their investments and financial details in one place," says moomoo Australia chief commercial officer Michael McCarthy.

"Sharesight's automatic calculations determine our users' returns and obligations, making tax time much, much easier for them. This kind of simplicity makes a real difference in their investment journey."

Why investors should connect Sharesight and moomoo

By connecting moomoo and Sharesight, any trades made via moomoo are automatically synced to Sharesight, giving investors a comprehensive overview of their investment portfolio, plus insights into their performance and tax reporting. Investors will benefit from the ability to see their true performance — inclusive of capital gains, dividends and foreign currency — along with access to automatic dividend reporting, stock news and a range of advanced reporting tools.

“The moomoo-Sharesight API integration is a game-changer for investors. By automating data transfer between platforms, we're simplifying portfolio management and giving investors more time to focus on their investment strategies. This seamless connection underscores our commitment to enhancing the investing experience.” says Prashant Mohan, Chief Marketing Officer at Sharesight.

How to connect Sharesight and moomoo

From the moomoo mobile app

1. From your moomoo app, select the Account tab and click 'More'.

2. In the Account section, click 'Tax documents'.

3. Select 'Sync to Sharesight'.

4. Select 'Auto Sync' and click 'Connect Now'.

5. Authorise access to your Sharesight account.

6. Login to your Sharesight account.

7. Tick "I agree to allow moomoo AU to access my account via Sharesight API" and click 'Authorise'.

8. Select the Sharesight portfolio you wish to connect your moomoo account with.

9. Tick one of the "Sync Trade History" options based on your requirements and click ‘Connect’.

From the moomoo desktop app

1. From your desktop app, select the Account tab and click 'Tax Documents'.

2. Select 'Sync to Sharesight'.

3. Select 'Auto Sync' and click 'Connect Now'.

4. Authorise access to your Sharesight account.

5. Login to your Sharesight account.

6. Tick "I agree to allow moomoo AU to access my account via Sharesight API" and click 'Authorise'.

7. Select the Sharesight portfolio you wish to connect your moomoo account with.

8. Tick one of the "Sync Trade History" options based on your requirements and click ‘Connect’.

Get started with Sharesight and moomoo

If you’re not already using moomoo, click here to sign up and start trading for as little as US$0.99. Or if you’re a moomoo customer who would like to get started with Sharesight, simply sign up for a free account to start tracking your investment performance and tax.

*Other pass-through fees and FX costs not included

*Or 0.03% of trade value, whichever is larger