The option to share your portfolio gives you the opportunity to share your balances, percentage profit, or the pie chart with others. You can share a specific portfolio as well as all of your portfolios with others.

To share your portfolio, please follow the steps below. ๐Ÿ‘‡

Web

  • Navigate to your Portfolio Tracker

  • Click on the Link-Sharing icon as shown on the screenshot

  • Select + Add Link

  • Choose the portfolio you want to share

  • Regulate the permissions of showing the balances, percentage profit, and the pie Chart

  • Copy the link and share it with others

Mobile

  • Go to the Portfolio tab at the bottom of the screen

  • Choose the Link Sharing

  • Select Add Link

  • Choose the portfolio you want to share

  • Regulate the permissions of showing the balances, percentage profit, and the pie chart

  • Copy the link and share it with others

Please note that you can easily remove the link by clicking the Remove link.

If you have any other questions, feel free to contact us at [email protected]. ๐Ÿงก

What's Next?

How to delete a Portfolio?

How can I export my transactions to a CSV file?

What is Portfolio Analytics/Pie Chart?

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