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.