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Account

Account

Billing details
AI importer — upload any file format
Connect your portfolio to Xero
Manage portfolios
Add a portfolio
Recreating a portfolio in a different tax residency
Share your portfolio
Manage sharing for all portfolios
Changing the tax setting of your portfolio
How to record share transfer between portfolios
Delete a portfolio
Tax Residency of a Portfolio
Two Factor Authentication
Update email address
Update password
Manage devices logged in to your Sharesight account
Beta features in Sharesight
How to upgrade or downgrade your Sharesight plan
How to view and print invoices in Sharesight
Upgrade to a Sharesight account from a guest account
Canceling your account
Troubleshooting Xero
Sharesight on a mobile device
How Sharesight protects your data