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Guide to automated portfolio tracking with Sharesight / IBKR integration
By betterspider  •  April 10, 2021
Sharesight is an award-winning portfolio management tool which I wrote about previously. While not much has changed since then, I thought it might be worthy to bring it to attention once again as many users are now using IBKR as their brokerage for trading global stocks and ETFs. To recap, Sharesight is a portfolio tracker and management tool which allows you to keep track of your investments (across multiple platforms too), track your dividends and portfolio performance. In this guide, I’ll be showing you how you can seamlessly integrate Sharesight with IBKR so any trades from IBKR will be automatically reflected in your portfolio tracker. Setup integrations The first step is to set up a new integration with IBKR under the Integrations tab. Sharesight currently supports two integrations, Saxo and IBKR. Once you’ve selected IBKR, it asks for your FTP username and password. <img data-attachment-id="4359" data-permalink="https://betterspider.com/guide-to-automated-portfolio-tracking-with-sharesight-ibkr-integration/image-2-12/" data-orig-file="https://betterspider.com/wp-content/uploads/2021/03/image-2.png" data-orig-size="816,403" data-comments-opened="1"...
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By betterspider
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