Easily track investments from 12 Canadian brokers

Investors can now easily import their trades directly into Sharesight from 12 of Canada’s biggest brokers, unlocking the power of Sharesight’s powerful performance and tax reporting in a few easy steps.

Track investments from 12 Canadian brokers

Easily add and track the performance of stocks from the TSE, CVE and TSNX (plus over 20 other global markets) and Canadian mutual funds to Sharesight from the following Canadian brokers (links to more information on each):

1. BMO InvestorLine

2. CIBC Investor’s Edge

3. Credential Direct

4. Desjardins Online Brokerage

5. HSBC InvestDirect

6. National Bank Direct Brokerage (NBDB)

7. Qtrade Investor

8. Questrade

9. Royal Bank of Canada (RBC Direct)

10. ScotiaBank

11. TD Direct Investing

12. Virtual Brokers

Why do Canadian investors love Sharesight?

• Run powerful tax reports built for Canadian investors, including Capital Gains and Taxable Income

• Track your TFSA,RRSP and RRIF investment accounts with tax calculations built to CRA rules

• Sharesight automatically tracks your daily price & currency fluctuations, as well as handles corporate actions such as dividends and share splits

• Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

Import your historical trading data from your broker

Importing your historical trades into Sharesight is easy. All you need to do is:

1. Sign up for a FREE Sharesight account

2. Download your historical trading data CSV from your broker

3. Import your historical trades into Sharesight using our broker import wizard

Once your trades are imported, Sharesight will automatically calculate your performance, plus the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Tracking ongoing trades from your Canadian broker

If your online broker provides you with a trade confirmation PDF (also known as a contract note), then you can email those PDFs to Sharesight and we’ll “read” them and add the trades to your portfolio. Sharesight currently supports contract notes from over 100 brokers worldwide, including 2 of the above Canadian brokers:

• CIBC

• Scotiabank

If your broker is not yet supported, you can still easily add your trades manually to Sharesight.

Sign-up for free and get started with Sharesight today to get the complete picture of your investment portfolio.

FURTHER READING

• Why do I need Sharesight with my online broker?

• How your broker’s performance numbers mislead you

• 6 reasons why Canadian investors love Sharesight

• Canadian Capital Gains Tax Report makes tax time easy

• 3 ways Sharesight helps Canadians at tax time

• 7 reasons why Sharesight is better than a spreadsheet