How Sharing Works
You can create a public, read-only link for any portfolio. Anyone with the link can see your holdings, allocation, and performance without needing an account.
Enabling Sharing
- Open the portfolio you want to share
- Click the Share icon in the portfolio header
- Toggle sharing on
- Copy the generated link
What Shared Viewers See
The shared view displays:
- Portfolio name and total value
- All holdings with current prices and weights
- Daily change and unrealized P/L
- Allocation breakdown
Disabling Sharing
Toggle sharing off at any time to immediately invalidate the link. The share URL will return a "not found" error for anyone who tries to access it.
Note: Portfolio sharing is available on the Pro plan and above.