How do I share a specific portfolio with others?

Click on the Share icon on the header and select the 'Share this Portfolio' option.

Click on Add User to invite others to join Kubera and collaborate on this specific portfolio.


Inviting users to collaborate on a specific portfolio (Granular Access Control) is part of Kubera Black

You can invite others to collaborate on your account getting access to all your portfolios. This feature is part of the Kubera Personal Plan. To invite users go to Settings > Users

You can also share a read-only link of your portfolio with others – like your Investment Advisor, CPA, Estate Planner etc. Anyone with this link can access your portfolio. No login required.

Click on the Read-Only Link tab to create a shareable link to the portfolio.

You can create multiple links based on your needs. You can set a passcode and an expiry date for each of them.

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