Your portfolio tells the story of your investment strategy, but until now it remained private. Anyone opening a portfolio link would simply see a 404 page.
Now you can generate a public, read-only link that lets anyone explore your portfolio without signing in. Friends, followers, clients, or advisors can see your holdings, transactions, performance, charts, and analysis exactly as you do.
If they want to build on your ideas, they can copy the portfolio to their own account with a single click.
Let’s dive into details.
How sharing works
Sharing your portfolio takes just a few clicks.
Open any portfolio, find the Share portfolio toggle in the menu, and turn it on. The Copy link option appears. Click it and send the link however you like: via chat, email, or social media.
The link is permanent for that portfolio. If you disable sharing, it immediately becomes inaccessible. Turn sharing back on, and the same link starts working again.
Shared portfolios aren’t static snapshots. Visitors can:
- View holdings, transactions, performance, and analysis
- Switch between tabs
- Change chart timeframes
- Sort columns
- Toggle between value and performance views
Everything is read-only, so your original portfolio remains protected. The only information that stays private is your personalized Tips.
Anonymous visitors can browse the full portfolio without logging in. If they want to do more, they’ll have to sign up.
One click to copy
Here’s where it gets interesting. Any visitor can click Make a copy and duplicate your entire portfolio, including its settings, into their own account. They get a working portfolio they can customize however they want, and your original stays untouched.
Registered users can copy portfolios immediately, while visitors without an account will be prompted to sign up first. Standard portfolio limits apply.
Who is this for?
Whether you’re looking for feedback, sharing your strategy, or learning from others, portfolio sharing makes collaboration easier.
- Investors can share portfolios with friends or advisors for feedback
- Content creators can showcase their real holdings and performance instead of static screenshots
- Learners can copy portfolios they find interesting and use them as a starting point for their own investing journey
Start sharing your portfolio today and make investing more open, collaborative, and interactive than ever before.
Team TradingView