Connect to Sharesight

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Connect your Sharesight portfolio to BudgetBuddie and securely sync your portfolio balances, holdings, and investment performance, the same details you manage via Sharesight online. Supported account types:

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• Investment Portfolios (Sharesight)

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How to get connected

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1. Log in to your BudgetBuddie account.
2. Go to the Connect accounts section.
3. Choose Sharesight from the list of available connections.
4. Follow the prompts to securely log in using your Sharesight details.
5. Select the accounts you want to connect.
6. Authorise the connection then you’re done!

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Your Sharesight account will now sync automatically with BudgetBuddie. If you're ever stuck getting connected, click here to view the guide on getting connected.

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How we handle security

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When you connect your accounts to BudgetBuddie, your security is our top priority.

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We use Akahu, New Zealand’s trusted open banking platform, to manage all connections. All data is encrypted end-to-end and BudgetBuddie never sees or stores your online banking or platform passwords.

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Once connected, BudgetBuddie accesses read-only information including balances, transactions, and account details so we can never move money or make changes to your accounts, ever. You can view and revoke access to any connection at any time via the connect accounts feature.

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To learn more, see our Security page.