Sync your Sharesight portfolio value with PocketSmithContent also available for tax entities or on our global site.
Sharesight users can easily connect their account to PocketSmith to gain a holistic view of their finances. PocketSmith’s integration with the Sharesight API allows investors to sync their portfolio value automatically to PocketSmith - making it easy to visualise your complete financial picture.
How to connect Sharesight to PocketSmith:
1 - Log into your Pocketsmith account
2 - Select Accounts and head to the Bank feeds page
3 - Click the + New Connection button
4 - In the search bar, enter ‘Sharesight’, then click the ‘+Add Connection’ button to the right of the Sharesight logo
5 - Click ‘Authorize’. You will then be presented with consent information related to the API connection.
6 - Once connected, you will be prompted to Link an account with Pocketsmith.
7 - Click ‘Link Accounts’ to establish the connection, go to step 2: Create Accounts
8 - Select the portfolio(s) you would like to sync to PocketSmith, and then click ‘Add to Pocketsmith’. Please note, unselected accounts will remain unlinked.
9 - Your Sharesight portfolio(s) are now linked to your Pocketsmith account
Once connected, your portfolio value will be synced in real-time to Pocketsmith to be viewed alongside the other accounts you have connected to your Pocketsmith account.
Last modified on October 26, 2021 UTC