Pearler

If you trade via Pearler, you can directly connect your brokerage account to Sharesight, allowing you to automatically sync your historic and ongoing trades to your Sharesight portfolio.*

*This is only available for direct shares. We do not have integration with Pearler Micro

Note: This connection only shares your trade history and ongoing investment data with Sharesight. None of your personal account data is shared.

How to connect your Pearler account to Sharesight

1 - Sign in to your Pearler account.

2 - On your Pearler dashboard, click Settings.

3 - Click Third party integrations under Account Settings

4 - Click Connect under Sharesight integration

5 - Select Continue to Sharesight.

6 - This will launch Sharesight. Sign in to your Sharesight account.

7 - Select which portfolio you would like your Pearler holdings and trades to be imported to.

8 - You should see Portfolio successfully synced status.

9 - Click on Go to Sharesight Home.

10 - Your Sharesight portfolio will be populated and the Portfolio Investments Page will load.

Once you have established the connection, any time you trade with Pearler your trades will automatically be synced to your Sharesight portfolio. Sharesight will also automatically track dividends and corporate actions for the holdings you have imported, plus any ongoing trades.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.