Trade reporting

I track portfolios in Sharesight which is able to use the trade reporting emails in invest engine to automatically import trades.

Sharesight can’t distinguish between reports for different portfolios. I can’t have seperate portfolios in Sharesight corresponding to the separate portfolios in IE. There’s only one trade reporting email address and all the trades get lumped together in a single Sharesight portfolio.

(I had thought that the managed portfolios didn’t have trade reporting but i missed that the email i was getting is possibly different to the one sent to the compliance email address, which contains more details.)

Is it possible to have a slightly better mechanism here?


Hi, thank you for your suggestion.

I will forward it to our development team so that they could look into it.