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 the share menu from the workspace top bar
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.
Create a link with label, passcode, expiry and allowed sections
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Share the URL and passcode through separate channels
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Revoke links when the review is complete
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
- Lets advisors or reviewers see a bounded view without joining the account.
- Supports dashboard, assets and debts scopes.
- Keeps active and expired links visible for cleanup.
What it does not do
- Share links are not a complete collaboration model.
- Private Held Away secrets should remain excluded.
- Anyone with link and passcode can access the configured scope until expiry or revocation.
Common mistakes
What to check
- Use short expiries for one-off reviews.
- Never send link and passcode in the same insecure message.
- Confirm scope before sharing.
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 Portfolio Share Links 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.