Share your portfolio with a link

Step by step

1. 1Click Share on the Overview or go to Settings → Sharing and click New link.
2. 2Give it a name and choose what to show: position names, return, dividend yield and, only if you confirm, amounts.
3. 3If you want, set a password and an expiry date.
4. 4Click Create link and Copy link.

What you will see

• The list of your links with their status and views.
• The snapshot is rebuilt every time your portfolio is recalculated.
• Revoke turns it off instantly.

Common problems and questions

What is never shared?

Your brokers, accounts, transactions, the dates of your trades and your email. Amounts, only if you turn them on.

I cannot create more links.

How many active links you can have depends on your plan. Revoke one or upgrade your plan.