Sync Sharesight with PearlerContent also available for tax entities or on our global site.
1 – Login to or sign up for Sharesight.
2 - On the ‘Let’s get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.
3 - Enter ‘Pearler’ in the search bar and select the tile.
4 - From the ‘Sync Sharesight with Pearler’ window, select the Pearler link. This will load Pearler.
5 - Sign in to your Pearler account.
6 - On your Pearler dashboard, click the ‘Settings’ menu.
7 - Click the ‘Reports’ option.
8 - Under the Sharesight Integration section, click to connect to Sharesight
9 - This will launch Sharesight. Sign in to your Sharesight account.
10 - Select which portfolio you would like your Pearler holdings and trade to be imported to.
11 - You should see “Portfolio successfully synced” status.
12 - Click on “Go to Sharesight Home”
13 - Your Sharesight portfolio will be populated and the Portfolio Overview Page will load.
Sharesight will automatically create dividends and corporate actions for the holdings you have imported.
Now that you have populated your portfolio, we recommend you verify and confirm automatically generated data.
With the Pearler integration any time you trade with Pearler your trade will automatically be populated with Sharesight.
Now that you have populated your portfolio we recommend you:
1 - Review the trades imported:
a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when transferred stocks from another broker).
b - Check fractional share trades for rounding differences.
c - Exchange rates are generated by Sharesight using the end of day exchange rate, these can be edited within the trade.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access of your portfolio with your accountant.
Last modified on August 17, 2022 UTC