How to share your model portfolio

Make it easy for friends and family to invest using your portfolio.

Follow these steps to get a shareable link to your model portfolio so someone can copy it into their own Passiv account and start using it.

What do people see if you share your portfolio?

They won’t see any of your personal information, like your name or how much you have in your accounts.

They will only see your positions and percentages of each holding.

To share your model portfolio

Log in to your Passiv account and follow these steps:

Go to My Models

In the main dashboard, click “My Models” on the left column

Choose the model

Click “View” on the model you want to share

Click the button

Click the button with the 3 vertical dots

Turn on sharing

On the pop-up menu, click Share Model. It will be shareable when it says “Share Model (ON)”

Once it has been turned on, you can click anywhere outside of the pop-up menu to close it.

Get your link

Click “SHARE”, located to the right of your portfolio name

Copy your link

Click the blue “Copy” button to copy the link

Share your link

You can share this link with anyone who is interested in using your model portfolio.

After sharing the link, your work is done! The steps below are for people who are copying your model portfolio.

To copy a model portfolio into your account

Click the model portfolio link

Click the link you received to view their model portfolio.

If you don’t have a Passiv account yet, click the blue “Invest Now” button to create a Passiv account.

If you have a Passiv account, click “Already a user? Login & Clone” to save this model to your account.

Save the portfolio model in your Passiv account

After clicking the sharable link and logging in, click the blue “Clone Model” button

See the shared model portfolio

You can see this model has been added to the “My Models” page

Use this model

Click the “Apply” button beside the model you want to use

Choose the account

Click the account you want to apply this model portfolio to

You’re done!

This model has now been applied to your account!