PocketSmith

PocketSmith started with our co-founders’ question: Can I afford to do the things I want to do? Since then, PocketSmith has expanded beyond budgeting into a leading tool for Home CFOs to make their money work for them.

We know that personal finance is as unique as each individual’s life journey. Unlike one-size-fits-all solutions, our flexible software adapts and evolves with our users.

• Managing household finances is complex, and PocketSmith provides tailored tools to streamline budgeting, expense tracking, and future planning.

• Keep an eye on all income streams and assets in one place. PocketSmith’s comprehensive insights and forecasts help users see their true net worth and make informed decisions.

• With support for multiple currencies and cross-border tax tracking, PocketSmith makes managing finances seamless for those who live and work around the globe.

Today, we help people from over 190 countries reach their goals by understanding where their money is going and forecasting up to 60 years ahead.

How we work together

PocketSmith connects directly to Sharesight to bring in your portfolio balance automatically. By linking your Sharesight account in PocketSmith, you’ll be able to see daily accurate net worth figures seamlessly. It's perfect for tracking your FIRE date, or whether you need to increase your investment contributions.

Learn more about PocketSmith, and how to connect to Sharesight:

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How to get started

PocketSmith is offering all Sharesight users 50% off your first two months of any PocketSmith monthly plan. Claim your offer now.

Read the official partnership announcement:
Get net wealth insights with PocketSmith and Sharesight