Sharing portfolios

Share a saved portfolio so others can inspect its results. Open Portfolios → Simulations and select the portfolio you want to share.

Share a portfolio

After a successful analysis has been saved, enable Sharing on Overview and share the portfolio URL. Viewers see the saved successful result, rather than your temporary preview or unsaved edits.

Sharing a portfolio does not automatically share its component backtests. To let readers open those results as well, enable sharing on the source runs using Sharing Results.

Copy a shared portfolio

A signed-in reader can use Clone portfolio when the included strategies are still shared. This creates a copy in the reader's account. Open the copy and rerun its strategies to generate results for it.

If cloning is unavailable because a component is no longer shared, its owner needs to make that source available again.