Sharesight Pro dashboard

Sharesight Pro features a dashboard that provides a complete overview of the:

This page applies only to Sharesight Pro partners.

Portfolios tab

Lists all of your portfolios (both those that you own and portfolios that have been shared with you).

Click the ‘+’ icon to expand the row to:

  • View who has access to the portfolio and their access level
  • Change client’s access level
  • Be taken to Portfolio settings
  • Share access with a client

Click on the portfolio name to access the portfolio.

Click ‘Add a Portfolio’ to create a new portfolio.

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Clients tab

Lists all of your clients you have shared access of their portfolios with.

Click the client to: - View which portfolios they have access to or portfolios that the client has shared with you - Change the access level - Be taken to Portfolio settings - Create a new portfolio to share with that client

Click ‘Add new client’ to share access of a portfolio to a new client.

Note: Only the portfolio owner can share the portfolio or change the sharing settings.

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Consolidated Views tab

Lists all of your Consolidated Views set up and create new Consolidated Views.

Click the ‘+’ icon to: - View the portfolios in the Consolidated View - Click on the portfolio name to access the portfolio - Click setting to be taken to Consolidated View settings

Click on the Consolidated View name to access the Consolidated View.

Click ‘Add Consolidated View’ to create a Consolidated View.

Note: Portfolios are viewed as a separate tax entity as such tax reports cannot be run on Consolidated Views.

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Staff tab

Lists all of your colleagues on the account and their access level. List pending staff that have yet to accept the invitation and create a staff login.

Note: The staff tab is accessible to the account owner and any staff that have been set up with owner level access.

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- Create additional logins for staff members by clicking the ‘Add staff member’

  • Manage staff access permissions level and detail by click on the staff member’s name

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Last modified on January 9, 2023 UTC

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