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Track National Bank Direct Brokerage trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 2nd 2023

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.

Track National Bank Direct Brokerage trades in Sharesight

Why use Sharesight with National Bank Direct Brokerage (NBDB)?

Importing your historical NBDB trading data

Importing your National Bank Direct Brokerage 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 NBDB

  3. Import your historical trades into Sharesight using our file importer

Import National Bank Direct Brokerage trading data to Sharesight

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.

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