Share portfolio access

You can share access to portfolios you own, on either a view-only or editor basis.

Steps

• Go to Settings → Share Portfolio Access, then click Add guest.
• Select an access type — Editor or View-only — and enter a label so you can track whom you've shared with.
• Click Add guest, then copy and send the generated code to your guest, or use Send by email.

Note: Editors can do everything an owner can except share access; view-only guests can view the dashboard and assets but cannot edit transactions, link accounts, or refresh metrics.