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AUSIEX

Sharesight allows you to bulk import your historical buy and sell trades directly from Ausiex. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import your historical trades

  1. Login to your Ausiex account
  2. Go to Reporting > Report Centre
  3. Click on the Trading tab
  4. Select Confirmation Notes Report for Report
  5. Enter Account Number
  6. Select date range to cover all trades
  7. Select CSV for Report Format
  8. Click Generate
  9. Go to Reporting > Report Queue
  10. The CSV file should be available for download in 5-10 minutes
  11. Upload your file through the Ausiex broker tile, which can be accessed via by clicking Search for your broker or Add investment then Upload via broker.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.

How to automatically import future trades

Sharesight supports AUSIEX using the trade confirmation emails feature. You can forward trades from AUSIEX into your Sharesight portfolio by following the information in this guide.