Grant secure access for others to view your portfolio(s) online. You can create separate sharing permissions for each portfolio.
Share clubs You can record your share club’s portfolios in Sharesight and provide read only access to all members. Every member can have current, comprehensive online information on how the club’s shares are performing.
Keeping your accountant happy Save your Accountants’ time by providing them with online access to all the data they need to file your tax return and record your shareholdings in the Annual Accounts of your family trust or company.
Professionals who look after client portfolios If you have clients who own shares you can manage them in Sharesight on their behalf. You can give each client online full or read-only access to their portfolio so that you’re always on the same page.
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