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.
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 – Login to or sign up for Sharesight.
2 - On the ‘Let's get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.
3 - Enter ‘Pearler’ in the search bar and select the tile.
4 - From the ‘Sync Sharesight with Pearler' window, select the Pearler link. This will load Pearler.
5 - Sign in to your Pearler account.
6 - On your Pearler dashboard, click the 'Settings' menu.
7 - Click the 'Reports' option.
8 - Under the Sharesight Integration section, click to connect to Sharesight.
9 - This will launch Sharesight. Sign in to your Sharesight account.
10 - Select which portfolio you would like your Pearler holdings and trades to be imported to.
11 - You should see “Portfolio successfully synced” status.
12 - Click on "Go to Sharesight Home".
13 - Your Sharesight portfolio will be populated and the Portfolio Overview 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.
Now that you have populated your portfolio we recommend you:
1 - Review the trades imported:
a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when you have transferred stocks from another broker).
b - Check fractional share trades for rounding differences.
c - Exchange rates are generated by Sharesight using the end of day exchange rate. These can be edited within the trade.
d - Handle any non automated corporate actions, such as mergers etc.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access of your portfolio with your accountant.