How to Share Your Investment Portfolio Online — Read-Only Link (2026)

Why share a portfolio?

There are several common situations where you want someone to see your portfolio without being able to change anything:

• Financial advisors — show your current positions and P&L during a review session without handing over credentials
• Spouses or partners — keep a partner updated on shared investments without creating a separate account
• Family office / family wealth — share performance with family members who have a legitimate interest but shouldn't have editing access
• Investment communities — share your portfolio publicly on Twitter/X, Discord, or a blog to demonstrate your conviction
• Accountability partners — share with a friend who'll hold you to your investment plan

How to generate a share link

1. Switch to the portfolio you want to share using the portfolio switcher
2. Click the settings icon (⚙️) in the dashboard header
3. Find the Share Portfolio section and click "Generate Share Link"
4. Copy the generated URL — it looks like portfoliotrackr.com/shared/abc123xyz...
5. Send the link to whoever you want to give access to

That's it. The person receiving the link can open it in any browser with no account required.

What the recipient sees

The shared view shows the recipient a live, read-only version of your portfolio:

• All your positions with current live prices and P&L percentages
• Total portfolio value and overall gain/loss
• Sector allocation breakdown
• P&L chart history (if you have snapshots)
• Your portfolio name and icon

They cannot see your account settings, other portfolios, notification preferences, payment details, or any personal information beyond the portfolio data you've chosen to share. They also cannot make any changes to any position.

Revoking access

If you want to stop sharing, go back to the Share Portfolio section in settings and click "Revoke Link". The old URL immediately returns a "this portfolio is no longer shared" message. Anyone who bookmarked the old link loses access instantly. You can generate a new link at any time to start fresh with new recipients.

Is it private?

Share links use a cryptographically generated token — a long random string that cannot be guessed by brute force. PortfolioTrackr does not index or publish these links. They don't appear in search engines. Only someone you personally share the link with can access it. That said, you should treat the link like a password — don't post it somewhere public unless you intend the portfolio to be publicly visible.

Portfolio sharing vs creating a second account

Some users create a second account for a spouse or advisor to log in to. Portfolio sharing is much better for most cases: the recipient gets a live view without needing to manage login credentials, there's no cost for the additional viewer, and you retain full control with the ability to revoke access at any time. Sharing a login to your actual account gives full write access — that's a risk you don't need to take.

Frequently asked questions