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