Share your portfolio option

A link to your portfolio including % breakdown.
Somewhat similar to the private mode suggested except it’s sharing the portfolio with anyone rather than just showing it on your phone.

Initially just a list with %s would be ok although eventually it’d be better if freetrade scraped some fund/share data from elsewhere and let people drill into individual holdings, performance etc

Some URL like freetrade.io/portfolio/UXJENDKLF for the inevitable questions from people you refer of “what do you invest in?”

Or you could add an option of “show portfolio publicly” and then you’d have a constant URL like freetrade.io/username/portfolio rather than a static list that might be out of date like with the UXJEND link

I think this’d be pretty neat :slight_smile:

https://openfolio.com used to do exactly this - shareable and replicable portfolios, where the values where percentages. Though they seem to have de-emphasised that a lot in recent years.

If Freetrade did this (and also let users add investments they hold that are not on the FT platform), you’d have an interesting set of data…

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Not really a fan of this. The idea would be to show what your FT portfolio is rather than have people joining because they like Fundsmith & then getting a shock

I really like this idea! The fintech market is sooo segmented, and having everything in one place really helps(this is where openbanking apps come into their own imo). I agree with @ukcz there’s a danger of promoting opposition, but there are investments that Freetrade, nor any other broker would ever be able to facilitate (equity crowdfunding, p2p lending, property, etc) and it would be very convenient to see such investments in-app. This gives a true idea of your wider portfolio/net worth and it’s performance.

Love it so much, i’ve put it in the ideas board! Hope you don’t mind @Rod

Go for it!

I’ve public-traded investments on four platforms now so keeping track of it isn’t always straightforward - have been using Yahoo finance’s portfolio which is ok, though @finki’s excellent work with their api means I may switch back using to a big old google sheet.

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Great, thanks, just uploaded it :slight_smile:

Exactly! In my case, FT doesn’t (yet) offer a lifetime ISA and the contribution-to-one-ISA-per-year rule means I’m sticking with Vanguard for my main stocks and shares ISA. But there’s other investments i’d like to monitor too if it were possible, like my P2P lending portfolio.

Thanks @rod If there’s anything I can do to help the build of your big Google sheet please let me know. Any data points you need adding to the api?

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