Import RBC Direct Investing trades into Sharesight

It’s now even easier for Canadians trading with RBC Direct Investing to begin tracking their investments using Sharesight. RBC Direct Investing clients can now import their trading history directly into Sharesight with our broker import wizard - unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

Why use Sharesight with RBC Direct Investing?

• 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

• 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

Importing your historical RBC Direct Investing trading data

Importing your RBC Direct Investing trades into Sharesight is easy. All you need to do is sign up for a Free Sharesight account, download your historical trading data from RBC, and import it into Sharesight using our handy uploader:

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

Tracking ongoing trades

For now, RBC Direct Investing clients need to manually add future trades to their portfolios. We’d love for RBC Direct Investing clients to urge their broker to integrate with Sharesight’s API to make adding trades in the future even easier!

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

FURTHER READING

• Why I use Sharesight to track my portfolio

• Why do I need Sharesight with my online broker?

• 7 reasons why Sharesight is better than a spreadsheet