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 🙌 🎉
Adding your Sharesight connection
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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
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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.
- 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! 🤓