Your client chooses your access level when sharing their portfolio with you. Both access levels let you review their records and export available reports.
What Your Access Allows
Access | What you can do | If records need correcting |
Read only | View portfolio records and download available reports. | Send the client the required corrections and supporting evidence. |
Read & Write | View and export reports, and make permitted changes to records and settings. | Agree the changes with your client, save them and generate fresh reports. |
Changes saved with Read & Write affect the client’s live portfolio and its calculations. Agree who will make corrections before editing.
The portfolio owner selects your permission when sharing.
How Your Client Changes Access
To change your permission, the owner must unshare the portfolio and share it with you again using the required access level. You cannot increase your own access or re-share the client’s portfolio.
If you see a write-permission error, check the permission granted before attempting the change again. See Fix the “You do not have write permissions” error.
Why Sharing Settings Can Look Empty
In your account, Sharing settings may say This portfolio is not shared with anyone. This does not mean your access has failed. The owner manages recipients and permissions from their own account.
This is the recipient’s view. The owner manages the portfolio’s sharing list.
Find the Relevant Settings
Open Portfolio and select the Portfolio settings cog.
Section | What it contains |
Details | Portfolio name and base currency. The base currency cannot be changed after creation. |
Tax settings | Tax Entity Type and End of financial year. Compare these with the client information already supplied. |
Calculation settings | Annualize Returns, Include Cash Positions and Calculation Method. These relate to portfolio performance. |
Sharing settings | Sharing information. Permission changes are managed by the owner. |
Tax settings are separate from performance settings and the CGT report’s sale allocation settings.
Review sale allocation and capital-loss settings in the Capital Gains Tax report. See Capital Gains Tax Settings for the controls, or For Accountants: Understand the Capital Gains Tax Report for how to read the results.
Next, use For Accountants: Review Your Client’s Portfolio for Tax Time to review the portfolio’s records and tax preparation.
Remember, this is general information, not personal financial advice.