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RBC Direct

Sharesight allows you to bulk import your historical buy and sell trades directly from RBC Direct. Keep reading to learn how.

How to import your historical trades from RBC Direct to Sharesight

  1. Log into RBC Direct Investing.

  2. Locate and download the Activity file.

  3. Login to or Sign up for Sharesight.

  4. Click on Search for your broker or Add investment then Upload via broker.

  5. Search and select 'RBC Direct'.

  6. Upload your file. (You will be able to review the import before it is saved)

Note: Only buy and sell trades are imported. Sharesight automatically create dividends and corporate actions for the holdings you have imported.

Your returns will be calculated with Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the investment performance takes account of the size and timing of cash flows.

Now that you have populated your portfolio we recommend you verify and confirm any automatically generated data.