Sharesight portfolio sharing now on all plans (even free!)
Sharesight’s portfolio sharing has been a very popular feature of our premium plans for a number of years now. Given its popularity, we have made portfolio sharing available to everyone – including Free Sharesight Free plans.
Who can I share a Sharesight portfolio with?
You can share your Sharesight portfolio with anyone, even if they do not have a Sharesight account. Anyone without their own Sharesight account will be granted guest access, and those with Sharesight accounts will see any portfolio shared with them when they’re logged-in to their account.
Sharesight portfolios are most commonly shared with family members to jointly track performance, or accountants and financial advisers so they can provide feedback and professional guidance on your investments.
Other examples of people sharing their portfolios include investors running a share club, or friends with a shared interest in investing.
How to share your Sharesight portfolio
For the step-by-step guide on sharing your Sharesight portfolio read our portfolio sharing help page. If you’re the type of person who likes to just jump right in, you can get started by clicking the ‘Account’ tab and clicking 'Sharing and permissions' and 'Share with a New User' as shown in the screenshot below.
Sharing is caring
We’re DIY investors at Sharesight ourselves, and have written about the importance of sharing your portfolio before – so we’re excited to be able to share this important feature with everyone who uses Sharesight. We’d love to hear your stories of how you use our portfolio sharing feature in the Sharesight community forum too.
LEARN MORE
FURTHER READING
Sharesight release notes – May 2023
For May, key updates include a huge expansion of our crypto support, a new wizard to bulk upload custom investment prices, and support for another 56 countries.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Calculating taxable gains on share trading in New Zealand
While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.