Track ScotiaBank trades using Sharesight
It’s now even easier for Canadians trading with ScotiaBank (including Scotia iTrade and ScotiaMcLeod) to get started tracking the performance of their stock and mutual fund investments with Sharesight. Scotia 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.
Why use Sharesight with Scotiabank?
- Sharesight automatically tracks your daily price & currency fluctuations, as well as handles 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 ScotiaBank trading data
Importing your ScotiaBank trades into Sharesight is easy. All you need to do is:
- Sign up for a FREE Sharesight account
- Download your historical trading data CSV from ScotiaBank
- Import your historical trades into Sharesight using our broker import wizard
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 Scotia stock and mutual fund trades
Once you’ve imported your historical stock and mutual fund trades from Scotia you can also easily import future trades made with Scotia into Sharesight by using Sharesight’s broker PDF Trade Confirmation Emails feature.
Sign-up for free and get started with Sharesight today to get the complete picture of your investment portfolio.
FURTHER READING
Sharesight release notes – May 2023
For May, key updates include a huge expansion of our crypto support, a new wizard to bulk upload custom investment prices, and support for another 56 countries.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Calculating taxable gains on share trading in New Zealand
While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.