Before you start
Prepare the source material before starting. Imports and share links are useful only when scope, recipient and source quality are clear.
Detailed steps
Open share link creation
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Choose expiry date or duration
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Create the link
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Confirm expiry appears in the share-link list
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Field guide
The file, statement, screenshot or link scope.
Use the most complete and recent source available.How reliable the extracted or shared information is.
Low confidence requires manual review.What sections are imported, committed or shared.
Avoid accidental disclosure or duplicate records.How long access or source relevance lasts.
Use short windows for external review links.Decision rules
What it adds
- Reduces long-lived external access.
- Makes temporary advisor review safer.
What it does not do
- Expiry does not revoke data already copied by the recipient.
- Expired links may still appear in historical lists.
Common mistakes
What to check
- Use short expiry for sensitive reviews.
- Revoke manually if access should end early.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Set Share Link Expiry produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this connectivity guide when source evidence changes.