Shareable portfolios

You can now easily share your portfolios and watchlists.

Make your portfolio public for anyone to see or share it with just a few friends, colleagues, and advisors.

To share your portfolio with a single friend or colleague, choose Share from the portfolio menu, select Unlisted, and copy the link that appears. Whoever has this link will be able to see your portfolio.

All portfolios are private by default and your information isn't shared with anyone.

You can choose between two types of shared portfolios:

• Unlisted — accessible only with a unique link from you
• Public — available to anyone with a link to the portfolio, your profile, and through search

Check out one of our shared portfolios or share yours with us. Let us know your thoughts. We love hearing your feedback!

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