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You can track a brokerage cash account in Sharesight by linking a Cash Account to your broker as a trade source. When set up, the value of your buy and sell trades will be automatically reflected in the nominated Cash Account.

1. Create a Cash Account in Sharesight to represent your brokerage cash account.

2. Go to Settings > Cash Accounts in your Sharesight portfolio.

3. You will see a list of brokers and trade sources.

4. Select the Cash Account you created from the dropdown next to the relevant broker or trade source.

5. Click Apply changes.

From that point on, buy and sell trades from that broker will automatically update the linked Cash Account balance.

Note: If you have invested in more than one market with one broker, you may have a separate cash account for each currency. As the current feature allows one cash account per broker, additional cash accounts with the same broker can be assigned using the Sync unassigned trades option.

See Sync trades and payouts to your Cash Account for full details including how to sync payouts and manage synced trades.