Share your Finary portfolio

Learn more about our portfolio sharing feature.

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over a week ago

You can now share your portfolio in a few clicks with your friends, family, banker, financial advisors, etc.

💡 Good to know: The sharing feature is only available on the web version for now.

Generating your sharing link

  1. Go on your Finary account on the website

  2. Click on the "Share the portfolio" icon at the top-right of your screen

  3. Select the account you want to share (either the family one or a specific member).

  4. Choose which assets you would like to share: you can decide if you'd rather share one type of asset, or your entire portfolio. That's up to you!

  5. You can decide to hide quantities & values of your assets by ticking the option.

  6. Select if you want to share your budget. Simply categories will be visible, not detailed

  7. Decide if you want to require a password to visit your sharing link.

  8. All good! Your link is ready to share.

💡 Good to know: it is not possible to share only part of a category (e.g. real estate). You can either share all the assets in one category, or none at all.

Deleting your sharing link

You can easily remove any link you have created if you want to cut off access to your portfolio. You just need to click on the "Revoke Access" button.

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