You can now share your portfolio in a few clicks with your friends, family, banker, financial advisors, etc.
ℹ️ The feature is only available on the web version for now.
To start sharing
Click on this link:
You will get to the Portfolio Sharing section of your account
Click on the Share button
Choose which assets you would like to share
You can decide which assets you would like to share via this link:
You can decide to hide the quantities and values of your assets if you want to share your allocations only::
To do this, simply select Hide quantities and values from the Sharing options menu
Restrict access to your data
Your data is anonymized by default. You can also create a sharing code which will be mandatory to access the shared portfolio:
Manage all your sharing links
You can easily remove any link you have created if you want to cut off access to your portfolio. This can be done at any time and will be effective immediately.