Blog | Product features

Track BMO InvestorLine stock trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 4th 2019

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 with our broker import wizard - unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

Track BMO InvestorLine stock trades

Why use Sharesight with BMO InvestorLine?

Importing your historical BMO InvestorLine trading data

Importing your BMO trades into Sharesight is easy. All you need to do is:

  1. Sign up for a FREE Sharesight account
  2. Download your historical trading data CSV from BMO
  3. Import your historical trades into Sharesight using our broker import wizard

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 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.