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Sharing Network

The Sharing Network lets you connect with other MarketQuants users and compare portfolio snapshots.

Sharing is mutual and voluntary. Portfolio data is visible only after both parties approve the connection.

Plan Access​

  • Free and Lite: Basic sharing (connect and compare)
  • Pro: Advanced portfolio sharing

See Plans & Limits for the full plan comparison.

Accessing Sharing​

There are two ways to access the sharing features:

1. Quick Access Icon​

If you have active positions, a Users Icon appears in the My Positions header.

  • Selecting the icon opens the comparison view.
  • The icon is hidden when no positions are present.

Sharing Access Icon

2. Account Menu​

To manage connections or view your share code:

  1. Open the Account Menu.
  2. Select Sharing.

Sharing Menu

Side-by-Side Comparison​

The comparison view displays portfolio metrics for you and an approved connection.

Side By Side Card

Data Points​

  • Average Scores: Relative Composite, Diamond, and Conviction metrics.
  • Exposure: Number of positions and sector distribution.
  • Largest Positions: Top holdings by portfolio weight.
  • Unique Holdings: Securities held by one user but not the other.

This view provides informational comparisons only and does not constitute investment advice.

Adding Connections​

Connect with other users using a 6-digit share code.

Sharing Codes

Share Your Code​

Each user has a unique 6-digit share code that can be shared voluntarily.

Add by Code​

  1. Open Account Menu → Sharing.
  2. Enter a valid 6-digit code.
  3. Select Send Request.
  4. Once accepted, both users can view each other’s portfolio snapshots.

A public Portfolio Efficiency link can also start a comparison request.

  1. Open the shared /score/... card.
  2. Select the hat icon on the card.
  3. If you are not signed in, sign in or create an account. You are returned to the same card.
  4. Confirm Send Request.
  5. The card owner accepts or ignores the request in Sharing, the same as a share-code request.

Managing Requests​

Pending Requests​

Incoming requests appear in the Sharing Hub.

  • Accept: Approve connection.
  • Ignore: Decline request.

Pending Requests

Sent Requests​

Requests awaiting approval are listed here.

  • Withdraw: Cancel a pending request.

Sent Requests

Active Connections​

Displays users with whom you currently share portfolio snapshots.

  • Remove: Disconnect and immediately revoke mutual access.

Active Partners