Email transaction forwarding

Email transaction forwarding lets you forward broker confirmation emails to TrackMyShares, where they're automatically parsed into transactions for your review.

Instead of manually entering each buy or sell, forward your broker's trade confirmation and let TrackMyShares extract the details — symbol, quantity, price, fees, and date.

How it works

1. You forward a broker confirmation email to your portfolio's unique email address
2. TrackMyShares parses the email and extracts transaction details
3. Parsed transactions appear as pending in your portfolio
4. You review each transaction, edit if needed, then confirm or reject

Transactions are never added automatically — you always review and approve them first.

Finding your forwarding address

Each transaction-based portfolio has its own unique email address:

1. Open your portfolio
2. Click the Settings icon (gear) in the toolbar
3. Find the Email forwarding section
4. Copy the email address shown (it looks like transaction+{id}@in.trackmyshares.com)

Tip: Add this address to your contacts or create an email filter to automatically forward broker confirmations.

Forwarding a broker email

When you receive a trade confirmation from your broker:

1. Open the confirmation email in your email client
2. Forward it to your portfolio's email address
3. Wait a moment for the email to be processed

You can also set up automatic forwarding rules in most email clients so broker confirmations are forwarded without any manual steps.

Setting up automatic forwarding

Most email clients let you create rules to auto-forward emails from specific senders:

Email client	Where to set it up
Gmail	Settings → Filters and blocked addresses → Create a new filter
Outlook	Settings → Rules → Add new rule
Apple Mail	Preferences → Rules → Add rule

Filter by the sender address your broker uses for trade confirmations, and set the action to forward to your portfolio's email address.

Reviewing pending transactions

When forwarded emails are processed, a banner appears at the top of your portfolio showing the number of pending transactions. Click Review to open the review dialog.

What you'll see

Pending transactions are grouped by email. For each transaction, you'll see:

• Symbol — The detected stock ticker
• Type — Buy, sell, or dividend
• Quantity — Number of shares
• Price — Price per share
• Fees — Brokerage fees (if detected)
• Date — Transaction date

Confidence indicators

Each parsed transaction has a confidence score. You'll see warnings when:

• Low confidence — The parser wasn't fully certain about the extracted values. Double-check the details before confirming.
• Symbol not validated — The detected symbol couldn't be verified against known stock tickers. You may need to edit the symbol.

Editing before confirming

If any details are incorrect, click Edit on the transaction to change:

• Symbol
• Transaction type (buy, sell, or dividend)
• Quantity
• Price per share
• Fees
• Date

Click Done editing when your changes are complete, then Confirm to add the transaction.

Bulk actions

When an email contains multiple transactions, you can use:

• Confirm all — Add all transactions from that email at once
• Reject all — Dismiss all transactions from that email

What emails work best

Email forwarding works with trade confirmation emails from any broker. The parser handles both plain text and HTML emails. For best results:

• Forward the original confirmation email from your broker (not a summary or statement)
• Ensure the email contains the symbol, quantity, price, and date
• Forward one confirmation per email when possible (though multiple transactions in a single email are supported)

Availability

Email transaction forwarding is a PRO feature available on transaction-based portfolios. It is not available on cost-basis or consolidated portfolios.

Upgrade to PRO to use email forwarding.

Troubleshooting

Transactions not appearing

• Check that you forwarded to the correct email address (verify in portfolio settings)
• Allow a few moments for the email to be processed
• Ensure the email contains recognisable transaction details

Incorrect symbol or details

Use the Edit button on the pending transaction to correct any field before confirming. This is especially common with:

• International stocks that need a market suffix (e.g., .AX for ASX)
• Stocks that recently changed their ticker symbol

"Symbol not validated" warning

The detected ticker couldn't be verified. This may happen if:

• The stock isn't in our database yet
• The symbol was misread from the email

Edit the symbol to the correct ticker and confirm.

Related

• Recording transactions — Manually record buy, sell, dividend, and split transactions
• Importing transactions — Import transactions from a CSV file