Track National Bank Direct Brokerage trades using Sharesight
It’s now even easier for Canadians trading with National Bank Direct Brokerage (NBDB) to get started tracking the performance of their stock and mutual fund investments with Sharesight. National Bank Direct Brokerage clients can 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.
Why use Sharesight with National Bank Direct Brokerage (NBDB)?
-
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 NBDB trading data
Importing your National Bank Direct Brokerage trades into Sharesight is easy. All you need to do is:
-
Download your historical trading data CSV from NBDB
-
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 National Bank Direct Brokerage trades
For now, NBDB clients need to manually add future trades to their portfolios. We’d love for National Bank Direct Brokerage 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
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.