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 🙌 🎉

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In this user guide

Adding your Sharesight connection

Adding your Sharesight connection

1

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.

Enter Sharesight in the search field and click SEARCH.

3

Hover over Sharesight’s name or logo and click + ADD CONNECTION.

4

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.

5

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.

6

To link your feed accounts to PocketSmith, please click LINK ACCOUNTS

7

With Create new account in PocketSmith selected in the dropdown, click the SUBMIT button.

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.

9

Nice one! You’ve authorized 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! 🤓