https://grafioschtrader.github.io/gt-user-manual/en/tenantportfolio/client/sharereadaccess/index.htmlWith this function you give another person read-only access to your own portfolio. You keep your client and continue to maintain it yourself; the other person may only read. This is what distinguishes the function from Managing multiple clients, where an advisor creates a separate client and builds the portfolio for the customer. The common basics – the Client menu, switching and the read-only mode – are described under Shared access – basics.Hugoen