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Westpac Share Trading

Westpac Share Trading is an Australian online broker. Export your confirmations and import them into Metrifly. Metrifly doesn’t have a dedicated Westpac format built in yet, but it still matches the columns in your file automatically — there’s nothing to pick.

  1. Log in to Westpac Share Trading.
  2. Go to Trading → Share Orders → Confirmations.
  3. Set the date range to cover all your trades.
  4. Click Download CSV.

Both CSV and Excel files import into Metrifly.

In Metrifly, go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly maps the columns automatically — check the review step to confirm it looks right, and use Adjust column mapping if anything’s off. See Import your trade history from a file for the full walkthrough.