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 preset yet, so you’ll bring the file in with Generic format or AI mapping — Metrifly still matches the columns for you.

Export your transactions

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.

Import into Metrifly

In the import wizard, upload your file and choose Generic format, or let AI mapping match the columns. See Import your trade history from a file for the full walkthrough.

Tip

If the columns don’t map cleanly, use Request a broker in the import wizard to send us a sample statement — we usually add a dedicated preset within a couple of days.