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Track HSBC InvestDirect stock trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 28th 2023

It’s easy 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 import their trading history directly into Sharesight with our broker import tool — unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

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 tool

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

Start tracking your HSBC InvestDirect trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

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One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.