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Track HSBC InvestDirect stock trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 28th 2023

It’s easy for Canadians trading with HSBC InvestDirect to get started tracking the performance of their stock and mutual fund investments with Sharesight. HSBC InvestDirect clients can import their trading history directly into Sharesight with our broker import tool — unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

HSBC InvestDirect Sharesight

Why use Sharesight with HSBC InvestDirect?

Importing your historical HSBC InvestDirect trading data

Importing your InvestDirect 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 InvestDirect

  3. Import your historical trades into Sharesight using our broker import tool

Once your trades are imported, Sharesight will automatically calculate the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Start tracking your HSBC InvestDirect 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:

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

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by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.