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Sharing Network

The Sharing Network allows users to connect with up to 9 other users and compare portfolio snapshots within the platform.

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

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​

You may connect with up to 9 users using a 6-digit share code system.

Sharing Codes

Share Your Code​

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

Add by Code​

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

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