Import portfolio from another Sharesight account

Hi Peeps,

I’ve got two Sharesight accounts, one is my personal trading (free account) one is my SMSF account (pro account). I’ve setup my personal account to share with my pro account, so I can see my portfolio’s combined.

My issue: When running tax reports on my linked personal account, when logged in under my pro account, the report won’t include all of my trades because of the free account limitations. How do you import another sharesight account fully - so I can delete my other account and instead of having it “linked”.

Hi @MrMylesofCrypto welcome to the community! :wave:

If you reach out to our support team regarding this, we can transfer the portfolio over to your other account.