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Account

Account

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