What is a public portfolio in the Online Stock Tools?

A Public Portfolio is a feature in BetterInvesting’s Online Stock Tools that allows you to share your stock portfolio with others outside the BetterInvesting community using a unique, private URL. This is especially useful for investment clubs or members who want to showcase their portfolio to others—like prospective members, friends, or other investors.

Key Features:

• One-Time Setup: Enable the feature once via the checkbox on the Edit Portfolio dialog box and your shared portfolio will always reflect the most current data from your account.

• Private Sharing: The unique link is only visible to the people you share it with—BetterInvesting does not publish or promote these links.

• Read-Only Access: Viewers can see summary and detailed portfolio reports but cannot edit or access your studies.

How to Set Up a Public Portfolio:

1. From your Member Home Page, go to My Studies or , if already using the Online Tools, click the folder icon in the left navigation menu.
2. At the top section labeled Portfolios, find the portfolio you want to share.
3. Click the pencil icon to edit that portfolio.
4. In the Edit Portfolio dialog box, check the box labeled “Public Portfolio.”
5. A unique URL will appear—copy this link to share via email, text, or however you choose.
6. Click "Save" to apply the changes before sharing.

What Will Others See?

• If you're a Plus user, viewers will see three reports (Portfolio Summary, PERT and Diversification).
• If you're a Core user, viewers will see just the Portfolio Summary report.
• They won’t have access to any studies or editing functions.

This is a simple and secure way to share your investment approach with others while maintaining full control over your portfolio.

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