BlogSharesight Features & Tips

Track Qtrade Investor stock trades using Sharesight

by David Olsen, Senior Marketing Manager - Content/SEO, Sharesight

It’s now even easier for Canadians trading stocks and mutual funds with Qtrade Investor to get started tracking their investment portfolio performance using Sharesight. Qtrade Investor 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 Qtrade Investor Stock Trades

Why use Sharesight with Qtrade Investor?

Importing your historical Qtrade Investor trading data

Importing your Qtrade Investor 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 Qtrade

  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 Qtrade Investor trades

For now, Qtrade Investor clients need to manually add future trades to their portfolios. We’d love for BQtrade 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.