Track BMO InvestorLine trades using Sharesight
It’s now even easier for Canadians trading with Bank of Montreal (BMO InvestorLine) to get started tracking the performance of their stock and mutual fund investments with Sharesight. BMO InvestorLine clients can now import their trading history directly into Sharesight – unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.
Why use Sharesight with BMO InvestorLine?
-
Sharesight automatically tracks your daily price & currency fluctuations, as well as handling 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 BMO InvestorLine trading data
Importing your BMO trades into Sharesight is easy. All you need to do is:
-
Download your historical trading data CSV from BMO
-
Import your historical trades into Sharesight using our file importer
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 Bank of Montreal (BMO InvestorLine) trades
For now, BMO InvestorLine clients need to manually add future trades to their portfolios. We’d love for BMO 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
What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.
See what’s inside your ETFs with Sharesight’s exposure report
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.
Top 10 mistakes financial advisers make with their clients
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).