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Track HSBC InvestDirect stock trades using Sharesight

by David Olsen, Content Manager, Sharesight

It’s now even easier for Canadians trading with HSBC InvestDirect to get started tracking the performance of their stock and mutual fund investments with Sharesight. HSBC InvestDirect 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 HSBC investdirect Sharesight

Why use Sharesight with HSBC InvestDirect?

Importing your historical HSBC InvestDirect trading data

Importing your InvestDirect 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 InvestDirect

  3. Import your historical trades into Sharesight using our broker import wizard

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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 HSBC InvestDirect trades

For now, HSBC clients need to manually add future trades to their portfolios. We’d love for InvestDirect 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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