How to Share a Portfolio with Someone

This article explains how to share a portfolio in Navexa, choose the right permission level, and manage or remove access later.

You can share a portfolio from Manage Portfolios.

When the Share Portfolio window opens, select the portfolio you want to share.

Then choose who you are sharing it with:

After that, enter their:

When you share a portfolio, you can choose one of two permission levels.

Read only access lets the person view the portfolio data, but they cannot add, edit, or delete anything.

This is the best option when someone only needs visibility, such as an accountant, partner, or adviser reviewing the portfolio.

Read & Write access lets the person make changes to the portfolio data.

That includes actions such as adding trades, editing transactions, and updating investment data.

Only give Read & Write access when you want that person to actively help manage the portfolio.

Once you click Share Portfolio, Navexa sends an email invitation to the person you entered.

That email asks them to register through the invitation link.

Once they create their free Navexa account and sign in, they will be able to access the shared portfolio with the permission level you selected.

You can review sharing access from the same portfolio area.

In Sharing Settings, you’ll be able to see:

You can remove someone’s access at any time from Sharing Settings.

To remove access:

Once you unshare the portfolio, that person will no longer be able to access it.

If the person can open the portfolio but cannot make changes, they likely have Read only access.

Update their permission to Read & Write in Sharing Settings.

If the invite has not been accepted, check that you entered the correct email address and ask them to look for the invitation email.

They need to register through that email link before the shared portfolio will appear in their account.