pollyshares.com

What It Is

PollyShares is a Portfolio Tracker—an investment portfolio tracking tool. Based on the scraped content, its main capability is connecting to Interactive Brokers (IBKR) and automatically syncing trade records through the IBKR Flex Web Service. It is not a typical payment gateway, acquirer, or funds settlement service, and the text does not mention payment capabilities such as bank cards, e-wallets, cross-border collection, clearing, or settlement.

Core Features and Integrations

PollyShares’ core integration is with IBKR. Users need to enable Flex Web Service in the IBKR Client Portal, generate a Token, create an Activity Flex Query, and configure the Executions fields, including Symbol, Trade Date, Buy/Sell, Quantity, Trade Price, Asset Class, and so on. PollyShares only imports stock and ETF trades where Asset Class is STK or ETF, and it requires the query format to be CSV; XML is not supported. In terms of syncing, the initial sync can cover up to 365 days of trading history. After that, it automatically syncs twice per day, and users can also click “Sync now” manually when available.

Pricing, Compliance, and Payment-Related Information

The scraped content does not disclose pricing, subscription plans, transaction fees, or any charging model. It also does not provide details on company registration, regulatory licenses, data security certifications, or compliance statements. Therefore, under a payments/finance category, its supported payment methods, settlement timelines, fee structure, and licensing information cannot be confirmed. If users are looking for funds flow processing, merchant acquiring, or cross-border settlement, the current text is not sufficient to prove that PollyShares offers such capabilities.

Pros and Cons

The main advantage is that the IBKR connection process is relatively clear and does not require an official IBKR partnership; users can configure it themselves. It supports both automatic and manual syncing, which helps reduce manual entry of trade records. The downside is that the setup barrier is not low: users need to understand concepts such as Flex Query, Token, Query ID, and field mapping. Asset coverage also appears limited: only stocks and ETFs are stated as supported, with no information found for options, funds, bonds, or crypto assets.

Who It’s For and Access from China

PollyShares is suitable for individual investors or lightweight asset management users who invest in stocks or ETFs through IBKR and want to sync execution records into an independent portfolio tool. It is not suitable for evaluation as a payment service provider, acquiring channel, or settlement platform. The scraped content does not mention accessibility from mainland China, so this remains unknown. If access is unstable, alternatives to consider include Sharesight, Portfolio Performance, Kubera, Delta Investment Tracker, or simply using IBKR’s built-in reports.