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Desjardins

Sharesight allows you to bulk import your historical buy and sell trades directly from Desjardins. Keep reading to learn how.

How to import your historical trades from Desjardins to Sharesight

  1. Login to Desjardins.

  2. Go to My accounts tab, click History > Order. Select your preferred date range.

  3. Click on Export to download the CSV file.

  4. Login to Sharesight.

  5. Click on Search for your broker or Add investment then Upload via broker.

  6. Upload the file.

  7. Once you have verified the trade data, click ‘Save all transactions’.

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

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

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

After you have populated your portfolio, we recommend you verify and confirm any automatically generated data.