Secure, read-only, and private by default.

How SharpeShare handles your connection and data

• Read-only: SharpeShare asks Plaid for investment accounts only, so it can't trade, move money or change anything in your account.
• Plaid shares only the last few characters of each account number with SharpeShare, never the full number.
• You log in to your broker through Plaid, often on the broker's own site; SharpeShare never sees or stores your brokerage password.
• You sign in with Google, so SharpeShare has no password of yours to store.
• The connection token Plaid issues is stored encrypted, and our database is encrypted at rest by our host, Render.
• Every connection to SharpeShare uses HTTPS.
• Plaid, which connects your broker, is independently audited (SOC 2 Type 2, ISO 27001).
• Payments run on Stripe's checkout page; SharpeShare never sees your card number.
• Your portfolio stays private unless you choose to share it. A shared portfolio never shows your name or email, and SharpeShare doesn't sell your data.
• Numbers come from the broker's own holdings and transactions, not self-reported entries.

More about how we handle your data is in the Privacy Policy.

Over 3,200 US institutions supported through Plaid.