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Are you a legacy ShareScope user looking to upgrade to the new ShareScope? If so, visit the links below to access a step-by-step guide on transferring your existing data.

If you have not yet been setup with a New ShareScope account please contact 

ShareScope: Migrating Legacy Portfolio Data

ShareScope: Migrating Legacy Portfolio Data (Multicurrency)

ShareScope: Migrating Legacy Chart Lines and Annotations

ShareScope: Migrating Legacy Note Column Data

ShareScope: Resetting the Legacy Data Transfer Tool

Our support team is always on hand to help. You can reach us via phone, email, or messaging:

If you'd like to view a flowchart outlining the necessary steps or clicks, please see the image below.

This guide provides essential steps to successfully migrate your portfolios from Legacy ShareScope to the new version, ensuring you retain your investment data without complications. It offers clear instructions on updating your software, transferring portfolios, and handling multi-currency options, making it easy to adapt to the new system. Following this guide guarantees that your historical data is preserved and accurately formatted, enhancing your investment management experience.

How to Transfer Your Legacy Data to New ShareScope