PocketSmith + Sharesight Integration

PocketSmith integration would be great!

It has a much more personal budgeting focus vs Xero's business focus, and is a lot cheaper if you don't have an accountant to give you a Xero Cashbook account.

PocketSmith has no real understanding of assets in a trading account - you just see transactions from trades and dividends. This means it also gets confused by your balance changing without transactions occurring - it doesn't understand your historical balance.

Sharesight obviously understands assets, so there's clear room for some integration.

Note: This conversation was created from a reply on: PocketSmith + Sharesight Integration.
41 people like
this idea