We’re thrilled to announce our partnership with Sharesight, an award-winning investment portfolio tracker used by over 400,000+ DIY investors and finance professionals in 100+ countries. This collaboration brings effortless brokerage connectivity and real-time portfolio tracking to Sharesight users, eliminating manual trade uploads and improving data accuracy.

Why This Partnership Matters

Sharesight provides investors with detailed performance tracking, tax reporting, and dividend tracking, but until now, users relied on manual CSV uploads or broker-built APIs that often lacked real-time updates. By integrating SnapTrade, Sharesight users will now be able to automate their trade history syncing from multiple brokerages, streamlining their experience and ensuring their portfolio data is always up to date.

How It Works

With SnapTrade’s brokerage aggregation API, Sharesight users can:

✅ Connect brokerage accounts directly—no more manual CSV uploads!

✅ Automatically sync trade history and ongoing transactions from supported brokers

✅ Track positions, balances, and historical transactions

✅ Improve tax reporting accuracy with comprehensive transaction tracking

How Sharesight Is Leveraging SnapTrade

Sharesight chose SnapTrade because of its broad brokerage coverage, focus on investment data, and real-time data sync capabilities. The integration will replace their reliance on manual trade confirmation parsing and provide a smoother, more automated experience for users managing diverse portfolios. This partnership marks a significant step forward for portfolio tracking, making real-time investment monitoring easier and more accessible for Sharesight users.