How can I keep track of which companies I have shared and with whom?

In order to keep track of which companies you have shared, and with whom, click on any company name and then select the Share tab. Above the email address field, Seraf will list all the people you have shared this company with, and whether or not they have accepted the share.

You can also access the Share page of any company from the Portfolio Management section. Just look for the sharing icon in the far right column.

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