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Account

Account

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