How to Share a Portfolio with Someone

In your Navexa account, you can share access to a portfolio with anyone you like.

This is useful for sharing with a partner, accountant or financial advisor.

How to Share a Portfolio

Step 1: Go to the ‘Manage Portfolios’ page

Click on the cog icon, next to ‘Overview’ in the left navigation bar.

Step 2: Click ‘Actions’ on the portfolio you want to share

Step 3: Click ‘Share’ in the menu

Step 4: Fill in the information

Add the person's first name, last name and email address.

Step 5: Click ‘Share Portfolio’

Once you click the button, an email invitation will be sent to the email address you provided.

It will ask the person to create a free Navexa account.

Once they do that and log in, they will be able to view your portfolio with read-only access.

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