Blog

Latest posts

Track BMO Investorline trades with Sharesight

Track BMO InvestorLine trades using Sharesight

by David Olsen | Feb 1st 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 28th 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 28th 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.

questrade sharesight

Automatically import your Questrade trades into Sharesight

by Stephanie Stefanovic | Jan 13th 2023

Questrade clients can easily import their trading data into Sharesight to access award-winning investment performance tracking and tax reporting features.

td direct investing Sharesight

Track TD Direct Investing trades using Sharesight

by David Olsen | Jan 2nd 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.

Sharesight Share checker

Quickly view the performance of any stock with the Share Checker

by Stephanie Stefanovic | Sep 16th 2022

Quickly view the price and performance of over 240,000 stocks, ETFs and managed funds from over 40 global exchanges with Sharesight's Share Checker.

Adding Sharesight shortcut (1)

How to get the best Sharesight experience on mobile

by Stephanie Stefanovic | Aug 23rd 2022

On 3 October 2022, we will be retiring the Sharesight Reader mobile app. Keep reading to learn how to get the full Sharesight desktop experience on mobile.