I have been using Sharesight for years. About 12 months ago I started using Interactive Brokers. Since then, my Sharesight portfolio has become a total mess.
Sharesight’s version of my portfolio has 24 different equities. However, I only own 12 of them. Of the 12 equities that Sharesight has listed, the quantity is wrong with two of them. Furthermore, three other equities that I actually own are missing from the Sharesight portfolio.
I contacted Sharesight technical support last week, and they asked me to generate a CSV file from my Interactive Brokers account and upload it to them, which I have done. I’m yet to hear back from them.
I am just wondering if anyone has got Interactive brokers to work properly with Sharesight.