Sharing your stock portfolio is now simple with EquityStat’s Share Portfolio feature. Whether you want to display what stocks you own on a personal website, show what you recommend on an investment forum, or post your holdings on X, Facebook, Reddit, or email, this feature makes it possible in just a few clicks.
How to Share Your Portfolio
To get started, click the Tools menu at the top of the page and choose Share Portfolio from the dropdown.
On the Share Portfolio page, choose the portfolio you want to share and click the Generate button. EquityStat will create an image of your portfolio that you can link to on a website or social media post. You can also download the image itself and use it in an email or upload it directly to a social media post.
For example, here is an image of a shared portfolio showing Berkshire Hathaway’s top stock holdings.
Linked Images vs Downloaded Images
There is an important difference between the two ways you can share your portfolio. If you link to the image, it will always display the most recent prices for the stocks in your portfolio, updating automatically over time. If you download the image file and share that instead, the prices shown will be frozen at whatever they were when the image was generated. Choosing between the two depends on whether you want a live, always current view or a fixed snapshot of your portfolio at a specific moment.
Customizing What Your Shared Portfolio Shows
You are not limited to a fixed set of columns when sharing your portfolio. Click the Select Columns link on the Share Portfolio page to choose exactly which columns appear in the image, whether that is current price, gain, return, or any other metric you want visible to whoever sees it.
Start Sharing Your Portfolio Today
Whether you are showing off your results, discussing a stock pick on a forum, or just want an easy way to keep friends and family updated on your investments, the Share Portfolio feature turns your EquityStat holdings into something you can post anywhere.