How does broker sync work on Dividend.watch?

Broker sync on Dividend.watch is a feature that allows you to automatically update your portfolio by linking it to your brokerage account.

Connecting your account:

The process is straightforward and only takes a few clicks. In order to sync portfolio you need to:

• Create new portfolio and "Link your portfolio" as type of tracking.
• On the next screen you just select your broker and complete authentication process
• After authentication you portfolio will be automatically connected or it will show list of available accounts to sync (if you have multiple accounts or multiple brokers)
• You can always check status of sync in your portfolio settings and also manually request refresh

Check supported brokers on this page.

Security:

The synchronization is secure with authentication done through oAuth, ensuring that your login or personal data is never held by Dividend.watch. Also any there is no possibility to do any trading or changes to your account via our web app as the access is read-only.

This feature ensures you have the latest data in your portfolio without the need to update it manually​.