How can we help?

Account

Account

Clerk AI — AI-powered file importer
Manage devices logged in to your Sharesight account
Update password
Update email address
Upgrade to a Sharesight account from a guest account
Manage portfolios
Share your portfolio
Manage sharing for all portfolios
Changing the tax setting of your portfolio
Add a portfolio
Recreating a portfolio in a different tax residency
How to record share transfer between portfolios
Delete a portfolio
Tax Residency of a Portfolio
View invoices
Canceling your account
Connect your portfolio to Xero
Billing details
Two Factor Authentication
Troubleshooting Xero
Change plan
Sharesight on a mobile device
How Sharesight protects your data
Beta Features