Track Scotiabank trades using Sharesight

It’s now even easier for Canadians trading with Scotiabank (including Scotia iTrade and ScotiaMcLeod) to get started tracking the performance of their stock and mutual fund investments with Sharesight. Scotia clients can now import their trading history directly into Sharesight with our file importer tool - unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

Why use Sharesight with Scotiabank?

• Sharesight automatically tracks your daily price & currency fluctuations, as well as handles 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 Scotiabank trading data

Importing your Scotiabank 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 Scotiabank

3. Import your historical trades into Sharesight using our file importer 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).

Tracking ongoing Scotia stock and mutual fund trades

Once you’ve imported your historical stock and mutual fund trades from Scotia you can also easily import future trades made with Scotia into Sharesight by using Sharesight’s trade confirmation emails feature.

Sign up for free and get started with Sharesight today to get the complete picture of your investment portfolio.

FURTHER READING

• 6 reasons why Canadian investors love Sharesight

• Why do I need Sharesight with my online broker?

• 7 reasons why Sharesight is better than a spreadsheet