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):
Desjardins Online Brokerage
Royal Bank of Canada (RBC Direct)
Why do Canadian investors love Sharesight?
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:
Download your historical trading data CSV from your broker
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:
If your broker is not yet supported, you can still easily add your trades manually to Sharesight.