Easily track investments from leading Canadian brokers

Investors can easily import their trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading Canadian brokers – unlocking the power of Sharesight’s award-winning performance, dividend tracking and tax reporting in just a few easy steps. Keep reading to learn more about the Canadian brokers Sharesight supports, and how to track your trades in a Sharesight portfolio.

Track investments from Canadian brokers

Easily add and track the performance of stocks, ETFs and mutual funds in Sharesight from the following Canadian brokers:

• Canadian ShareOwner Investments Inc

• BMO InvestorLine

• CIBC Investor’s Edge

• Credential Direct

• Desjardins Online Brokerage

• HSBC InvestDirect

• National Bank Direct Brokerage (NBDB)

• Qtrade Investor

• Questrade

• Royal Bank of Canada (RBC Direct)

• ScotiaBank

• Scotia Wealth Management

• Shareowner (Canada)

• TD Direct Investing

• Virtual Brokers

• Wealthsimple

Why should Canadian investors use Sharesight?

By importing your trades to Sharesight (along with the rest of your investments), you can easily track your investment performance across different brokers, asset classes and over 40 global markets, including the CNSX, CVE and TSE. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Period and Multi-Currency Valuation, plus a Canadian-specific Capital Gains Tax Report. The ability to track cash accounts, property, cryptocurrency and over 40,000 Canadian mutual funds is just another reason that Canadian investors should consider using Sharesight to track their investment portfolio.

How to import your trades to Sharesight

Sharesight allows you to import your historical and ongoing trades in stocks, ETFs and mutual funds through the Trade Confirmation Emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. Keep reading to learn more.

Import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

As long as the file contains all the required information, you can upload it to Sharesight and quickly bulk import the trading data you wish to see in your portfolio.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

Sharesight’s Trade Confirmation Emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

Start tracking your Canadian trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

• Track all of your investments in one place, including Canadian and international stocks, mutual funds, property and even cryptocurrency

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

• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds

• Run powerful reports built for investors, including Performance, Portfolio Diversity, Contribution Analysis, Multi-Period, Multi-Currency Valuation and Capital Gains Tax

• Easily share access to your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments that you do.

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• 6 reasons why Canadian investors love Sharesight

• How your broker’s performance numbers mislead you

• 3 ways Sharesight helps Canadians at tax time