Skip to main content

​
Share

Use Share to distribute a portfolio configuration so collaborators can review or import the same setup.
[GIF placeholder: Sharing a portfolio configuration]

​
Why share portfolios

  • Standardize review workflows.
  • Reduce copy/paste mistakes in manual setup.
  • Preserve a known-good configuration for later use.

​
Share workflow

  1. Build and validate your portfolio.
  2. Click Share from the builder header.
  3. Create the share output and send it to your reviewer.
  4. Recipient imports and validates before live use.
[Image placeholder: Share portfolio modal]

​
Security and operations

  • Share only intended strategy data.
  • Avoid posting private identifiers in public channels.
  • Re-validate all settings after importing a shared portfolio.