Track HSBC InvestDirect stock trades using Sharesight

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.

Why use Sharesight with HSBC InvestDirect?

• Sharesight automatically tracks your daily price and currency fluctuations, plus corporate actions such as dividends and share splits

• Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology

• Run powerful tax reports built for Canadian investors, including capital gains and taxable income

• Track your TFSA, RRSP and RRIF investment accounts with tax calculations built to CRA rules

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:

• Track all of your investments in one place, including Canadian and international stocks, mutual/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, CGT, portfolio diversity, contribution analysis, future income, multi-period and multi-currency valuation
• 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

• 3 ways Sharesight helps Canadian investors at tax time

• 6 reasons why Canadian investors love Sharesight

• 7 reasons why Sharesight is better than a spreadsheet