- Click here to search for Sharesight right away or, head to the Bank Feeds page (Manage > Feeds), and click + New Feed in the toolbar.
Enter Sharesight in the search field and click SEARCH.
- Hover over Sharesight’s name or logo and click + ADD FEED.
- Click AUTHORIZE
- After clicking AUTHORIZE, please read the consent information. From there, you’ll need to sign in with your Sharesight login details, and click SUBMIT.
- Once your Sharesight connection has been added to PocketSmith, you're ready to establish new bank feed accounts and link any existing offline accounts to your connections.
- To link your feed accounts to PocketSmith, please click LINK ACCOUNTS
- With Create new account in PocketSmith selected in the dropdown, click the SUBMIT button.
- Nice one! You’ve authorised your Sharesight feed and linked your account with PocketSmith Data Connections 🎉
- Head to Net Worth (Reports > Net Worth) to get an overview of your total financial position, including your Sharesight portfolio balance!
Tip
You can rename “My Portfolio” later via the Account Summary (Manage > Account Summary). Scroll down to your Sharesight “My Portfolio” account, and click on MANAGE ACCOUNT, then select Account Preferences.