BlogSharesight Features & Tips

Track Virtual Brokers trades using Sharesight

by David Olsen, Content Manager, Sharesight

It’s now even easier for Canadians trading with Virtual Brokers to get started tracking the performance of their stock and mutual fund investments with Sharesight. Virtual Brokers 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 Virtual Brokers stock trades

Why use Sharesight with Virtual Brokers?

Importing your historical Virtual Brokers trading data

Importing your Virtual Brokers 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 Virtual Brokers

  3. 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 Virtual Brokers trades

For now, NVirtual Brokers clients need to manually add future trades to their portfolios. We’d love for Virtual Brokers 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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