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 shared portfolio URL
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.
Complete the security or access prompt
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Review the visible sections and expiry context
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.
Ask the owner for a new link if access is expired or too narrow
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
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 external reviewers see scoped portfolio information.
- Avoids creating full workspace accounts for temporary review.
What it does not do
- Shared access is limited to the owner's selected scope.
- Recipients cannot unlock owner-only protected data.
Common mistakes
What to check
- Do not forward shared links without permission.
- Treat visible portfolio data as confidential.
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 Unlock a Shared Portfolio 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.