Adding your Sharesight feed to PocketSmith
Linking your Sharesight account in PocketSmith is straightforward ⚡️
Follow the steps in this guide to see the total value of your holdings in PocketSmith 🙌 🎉
In this user guide
Adding your Sharesight connection
- Click here to search for Sharesight right away or, head to the Bank Feeds page ( Manage > Bank Feeds), and click + New Connection in the toolbar.
Sharesight in the search field and click
Hover over Sharesight’s name or logo and click
+ ADD CONNECTION.
After clicking AUTHORIZE, please read the consent information. From there, you’ll need to sign in with your Sharesight login details, and click SUBMIT.
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.
Head to Net Worth (Reports > Net Worth) to get an overview of your total financial position, including your Sharesight portfolio balance! 🤓