I have linked Sharesight to Xero, so there is a transaction connection between my brokerage and my chart of accounts. But I cannot see my share portfolio, so I cannot create a balance sheet showing my share assets.
The Xero sync will let you synchronise details of your share purchases, sales, and dividends to Xero which can be reconciled against your bank statement and included in your financial accounts. But you will not see your Share portfolio in Xero. I hope I’ve got your question right, let me know otherwise.
Please get in touch with our support team via the chat icon or email us on firstname.lastname@example.org if you have any account specific questions.