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National Bank Direct Brokerage

Sharesight allows you to bulk import your historical buy and sell trades directly from National Bank Direct Brokerage.

Import historical trades

You will require a CSV file export out of National Bank Direct Brokerage to import your trading history into Sharesight. You can do this by following the below steps.

1 - Log into your National Bank Direct Brokerage account.

2 - Navigate to your trading account. Find the link to download your trades as a csv file. This is typically labelled ‘trades’ or ‘confirmations’.

3 – In Sharesight, click on 'Import from a Broker' tile.

4 - Select 'National Bank Direct Brokerage'.

5 - Click on 'upload a file' button to upload the CSV file into the broker tile.

6 - Once you have verified the trade data, click ‘Finish and Import All’.

Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.

Your holding returns will be calculated using Sharesight’s performance calculation methodology, which is a money-weighted return methodology, meaning the performance figures take account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

Now that you have populated your portfolio we recommend you verify and confirm any automatically generated data.

How to import new trades

Sharesight supports National Bank using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.