How to create a connection for automated imports?
From your Portfolio Page, click Add Connection.
Select your brokerage, bank, or custodian from the list of supported providers.
Log in securely through the provider’s portal. PSVTracker uses Plaid with bank-grade encryption, and credentials are never stored.
Once connected, your accounts and transactions will automatically sync into PSVTracker.
Review your Portfolio to confirm your investments are imported correctly.
✅ After setup, PSVTracker will keep your data updated automatically — no manual uploads needed.
🚀 Now go create a Connection Setting on your Investment to see the Transactions flow to that Investment.
