Import RBC Direct Investing trades to Sharesight

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to Sharesight, allowing you to effortlessly track the performance of your investment portfolio. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 500,000 stocks, ETFs and funds, Sharesight is the ultimate tool to track all of your investments in one place.

Who is RBC Direct Investing?

RBC Direct Investing is the brokerage arm of Royal Bank of Canada. It has an online trading service that gives Canadian investors access to stocks, bonds, ETFs, GICs and mutual funds. Other key features include watchlists, market commentary and market research tools.

Why you should track your RBC Direct Investing trades with Sharesight

By importing your RBC Direct trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets. You will also gain access to Sharesight’s automatic dividend tracking, plus advanced performance and tax reporting tools designed for self-directed investors.

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving you the complete picture of your portfolio’s performance. Sharesight also offers a range of powerful reports including performance, portfolio diversity, contribution analysis, exposure, multi-currency valuation, multi-period and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason you should consider using Sharesight to track your investment portfolio.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including franked dividends and dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

How to import your RBC Direct trades to Sharesight

To import your RBC Direct trading history to Sharesight, simply upload a spreadsheet file filled with trades from your trading account. All you need to do is select Brokers at the top of the page, search for RBC Direct and upload your file.

Help us add automatic trade syncing for RBC Direct

We do not currently have the ability to automatically sync trading data for RBC Direct Investing. To help us enable this feature, please access the chatbot feature on the lower right-hand of the screen and contact us with some samples of your trade confirmations from RBC Direct Investing. This information will allow us to support automatic trade confirmation forwarding for your broker, which once enabled, will automatically sync any future trades to your portfolio.

Start tracking your RBC Direct Investing trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

• Track all of your investments in one place, including Canadian and international stocks, ETFs, managed funds, property and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, multi-currency valuation, exposure, multi-period and future income
• See the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• 7 reasons why Sharesight is better than a spreadsheet
• Easily track investments from leading Canadian brokers
• 3 ways Sharesight helps Canadians at tax time