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HSBC InvestDirect Sharesight

Track HSBC InvestDirect stock trades using Sharesight

by David Olsen | Feb 28th 2023

Investors trading with HSBC InvestDirect Canada can easily import their historical and future trades to a Sharesight portfolio.

Singapore exchange1

Track stocks on the Singapore Exchange with Sharesight

by Stephanie Stefanovic | Feb 17th 2023

Sharesight allows investors to track stocks and ETFs on the Singapore Exchange (SGX), with automatic dividend tracking and daily price and performance updates.

Track National Bank Direct Brokerage trades in Sharesight

Track National Bank Direct Brokerage trades using Sharesight

by David Olsen | Feb 2nd 2023

National Bank Direct Brokerage (NDBD) clients can now import their stock trading history directly into Sharesight with our file importer.

Track BMO Investorline trades with Sharesight

Track BMO InvestorLine trades using Sharesight

by David Olsen | Jan 31st 2023

It’s now even easier for Canadians trading with Bank of Montreal (BMO InvestorLine) to track the performance of their investments with Sharesight.

Track Scotiabank trades with Sharesigh

Track Scotiabank trades using Sharesight

by David Olsen | Jan 27th 2023

It’s now even easier for Canadians trading with Scotiabank (including Scotia iTrade and ScotiaMcLeod) to track their investments with Sharesight.

wealthsimple sharesight

Easily track Wealthsimple trades with Sharesight

by Stephanie Stefanovic | Jan 27th 2023

Investors using Wealthsimple Trade can automatically import trades in Canadian and US stocks and ETFs, plus any of the cryptocurrencies supported by Sharesight.

7 reasons to upgrade Sharesight 2

7 reasons to upgrade your Sharesight account

by David Olsen | Jan 19th 2023

Upgrade your Sharesight account to unlock premium benefits such as additional portfolios, unlimited holdings, advanced reports and cash tracking.

td direct investing Sharesight

Track TD Direct Investing trades using Sharesight

by David Olsen | Jan 1st 2023

TD Direct Investing clients can easily import their trading history and any ongoing trades directly into Sharesight's investment portfolio tracker.

Multi-currency valuation report

Value your investments in any currency with Sharesight

by David Olsen | Nov 20th 2022

Sharesight’s multi-currency valuation report is built for the needs of investors who invest globally and think in terms of more than one currency.

Search for holdings across portfolios

How to search for holdings across your Sharesight portfolios

by Stephanie Stefanovic | Oct 31st 2022

Sharesight users can now search for holdings across all their portfolios – a particularly useful feature for Pro Plan users who are managing client portfolios.

Connect Life Sherpa and Sharesight

Connect Sharesight and Life Sherpa for affordable financial advice

by Stephanie Stefanovic | Sep 28th 2022

Life Sherpa has integrated with the Sharesight API, creating a superior solution that allows investors to see all of their financial assets in one place.

InvestEngine

Track your InvestEngine portfolio with Sharesight

by Stephanie Stefanovic | Sep 26th 2022

Investors trading with UK ETF broker InvestEngine can easily import their historic and ongoing trades to a Sharesight portfolio.