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Account

Billing details
Troubleshooting Xero
Manage portfolios
How to record share transfer between portfolios
Recreating a portfolio in a different tax residency
Add a portfolio
Delete a portfolio
Changing the tax setting of your portfolio
Tax Residency of a Portfolio
Manage sharing for all portfolios
Share your portfolio
Connect your portfolio to Xero
Canceling your account
Change plan
View invoices
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
How Sharesight protects your data
Beta Features