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How Can I Share My Portfolio With Others?

In this article, you will learn how to share your portfolio with others.

Martha avatar
Written by Martha
Updated over a week ago

The option to share your portfolio gives you the opportunity to share your balances, Defi, or Analytics 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. πŸ‘‡

Web

  • Navigate to your Portfolio Tracker

  • Click on the Share icon as shown on the screenshot

  • Choose the portfolio you want to share

  • Adjust balance visibility permissions or simply choose to hide your balance

  • Generate the link and share it with others

Mobile

  • Navigate to the Portfolio tab

  • Click on the three dot button below the Portfolio chart

    • For certain portfolio types (e.g. manual portfolios), you'll also have a dedicated Share button available

  • Tap on Share

  • Choose All Portfolios or the specific portfolio you want to share

  • Switch the Hide Balance toggle based on your preference and requirement

  • Copy the link by tapping on it or share it with others by clicking on the share icon.

Please note that:

  • You can easily remove the access to the link by clicking on the Remove link button below the section.

  • You can always readjust your privacy setting by enabling or disabling the Hide Balance toggle.

  • Link Sharing is only available for your personal portfolios. Portfolios in the Watchlist cannot be shared via this feature.

If you have any other questions, feel free to contact us at support@coinstats.app. 🧑

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