How do I share my Kubera portfolio with others?
You can share a read-only link of your portfolio with others – like your Investment Advisor, CPA, Estate Planner, when applying for loans, or with your household.
You can create multiple links based on your need. You can also set a passcode and an expiry date for each of them.
You may also download the data in Excel format and share it. Click on Share > Download Data
If you want to give your family and team full access to your account and collaborate on all your portfolios, you may subscribe to the Kubera Family plan and add more users to your account.