Email import: forward your contract notes

• Email import is on every plan, the Free plan included.
• Your email address needs to be confirmed. If it isn't, Settings shows how.
• You need at least one investment portfolio. The address belongs to that portfolio.
• An AI service reads each note for you, and the email is kept, encrypted, for 30 days so you can check the original. The Privacy Policy explains how these emails are handled.

1. Open Email import from Add an investment, Upload a file, the phone menu, or Settings.
2. If you have more than one portfolio, choose it at the top.
3. Select Create an address, then Copy. It looks like trades-xxxxxxxxxxxx@trades.portfoli.au.

Choose one of three ways:

• Add it at your broker. If your broker lets you add an extra email address for trade confirmations, add this one. Every new note then arrives on its own.
• Forward with a Gmail filter. Make a filter for mail from your broker and forward it to the address. Gmail first sends a confirmation to the address: it appears under Messages with a Confirm forwarding button. Outlook and other mail apps have similar forwarding rules.
• Forward by hand, from the email address you sign in to Portfoli.au with.

Notes from these brokers are recognised by their sender: CommSec, Selfwealth, Stake, nabtrade, CMC Invest. A note from any other broker is read too if you forward it by hand from your own address, or once you trust its sender (below).

New trades appear under Waiting for you, usually within a few minutes. Each one is checked: units times price against the amount on the note, costs against the total, the dates and the market. Then:

• Confirm adds the trade to your portfolio.
• Edit corrects a figure that was read wrongly. It is checked again before you can confirm it.
• Dismiss drops it.
• Approve all confirms every trade that passed its checks, oldest first, with buys before sells on the same day.

A trade that looks like one you already recorded, by hand or from a file, is flagged. Confirm it with Add anyway only if it really is a second trade. Approve all always leaves these for you. A note that is sent twice never adds its trades twice.

• Read: the trades in it are waiting above, or already confirmed.
• Held: sender not recognised: it came from a signed sender we don't know. If it is your broker, select Trust and its domain, and that note and later ones are read. Personal email services can't be trusted this way.
• Held: sender not verified: we couldn't confirm who sent it, so it is never read. Forward it by hand from your own address instead.
• Couldn't be read: no trade could be read from it. Add the trade by hand from the original.
• Not read: free plan limit reached: the Free plan's 20 notes are used up.
• Not read: today's reading limit reached: try again tomorrow, or add the trade by hand.
• Gmail forwarding request: select Confirm forwarding to finish setting up the filter.

The Free plan reads 20 contract notes in total, counted as notes that gave at least one trade. After that, notes still arrive and are kept, but aren't read until you upgrade. Plus and Pro have no total limit. Every plan also has a daily reading limit, to keep the service running smoothly for everyone.

The trade itself follows the plan as usual: on Free, trades in US shares or crypto can't be confirmed, because Free covers the ASX only.

Nothing arrived

Check the address was copied exactly, and that your forwarding rule is on. Gmail forwarding only starts after you confirm it under Messages.

Someone else knows my address

Select Replace address. The old one stops accepting mail at once, so update your broker or forwarding rule. Turn off stops it without a new one.

A figure was read wrongly

Select Edit on the trade and fix it from the note. Open Original under Messages to see the email as it arrived.

My older trades aren't there

Email import is for trades from now on. For your history, upload a file from your broker.

• Getting started with Portfoli.au: Create an account, get your first trades in, and find your way around.
• Import trades from your broker's file: Upload a CSV or Excel file, check the preview, and fix rows that can't be read.
• Add, edit and correct trades: Type a trade in, change or delete one, and fix the usual mistakes.
• Understanding your returns and figures: Market value, cost base, gains, total return, yearly return and the benchmark line.
• All help, or the guides to investing and tax.

Still stuck? Email support@portfoli.au. New to Portfoli.au? Create a free account, with no credit card needed.