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How to Share a Portfolio with Someone
How to Share a Portfolio with Someone
Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

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 'Portfolio Selector', then select 'Manage Portfolios'.

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.

Select what type of access you would like the person to have to this portfolio.

  • Read only: Allows the person to view the portfolio but not have the ability to add, edit or delete anything.

  • Read & Write: Allows the person to add, edit and delete data in the portfolio

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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