Blog

Import RBC Direct Investing trades into Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Dec 3rd 2018

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.

Sharesight RBC direct investing

Why use Sharesight with RBC Direct Investing?

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:

laptop - Sharesight - Add holdings : Canada

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.

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