https://grafioschtrader.github.io/gt-user-manual/en/tenantportfolio/client/sharedaccess/index.htmlUntil now a user was tied to exactly one client and saw only their own portfolios. Beyond that, Grafioschtrader offers two related functions that build on the same access model and both work through the Client menu and a read-only mode: Managing multiple clients: an advisor creates several separate clients, maintains them and switches between them. Share read access to your portfolio: an owner gives another person read-only access to their own portfolio. This page describes what the two functions have in common. Their specifics are on the two linked pages.Hugoen