External Portal is available on Pro and Team plans.
Creating a Portal Link
- Navigate to
Settings>External Portal. - Click
Create Portal Link. - Select the Portfolio you want to share data from.
- Enter a Portal Link Name (e.g. “UpOnly Fund 1”).
- Optionally set a Passphrase (minimum 8 characters) to restrict access.
- Configure which Data Sections to display:
- Portfolio Overview — shows the total portfolio value.
- Performance Chart — shows the last 30 days of portfolio performance.
- Click
Create Link.
Managing Portal Links
The External Portal settings page shows a table of all portal links across your workspace. For each link you can:- Copy the link URL to share it.
- Edit the name, passphrase, or data sections.
- Activate / Deactivate a link. Deactivated links are no longer accessible to viewers.
- Delete a link permanently.
What External Viewers See
Portal links follow this URL format:- If the link is passphrase-protected, they are prompted to enter the passphrase before seeing any data.
- The Overview section shows the total portfolio value and when the snapshot was taken.
- The Performance section shows a 30-day area chart of portfolio value.
No account details, individual positions, strategies, or other portfolio data is exposed through the portal. Only the data sections you explicitly enable are visible.
Security
- Passphrases are hashed server-side and never stored in plaintext.
- Deactivating a link immediately blocks access for all viewers.
- Portal endpoints are rate-limited to 30 requests per minute per IP address.