Share read access to your portfolio

With this function you give another person read-only access to your own portfolio. You keep your client and continue to maintain it yourself; the other person may only read. This is what distinguishes the function from Managing multiple clients, where an advisor creates a separate client and builds the portfolio for the customer. The common basics – the Client menu, switching and the read-only mode – are described under Shared access – basics.

Who may share

Any registered user can share read access to their own portfolio, as long as they are in their own client and do not themselves have read-only access. The Share read access entry in the Client menu is used for this.

Two outcomes

Depending on whether the recipient already has an account in this Grafioschtrader installation, there are two outcomes:

• Already registered: the person is granted read access to your portfolio. They then switch into your client via Switch to client and see your portfolio in read-only mode.
• Not yet registered: a read-only login is created and the assigned password is sent to the person automatically by e-mail. After signing in they immediately see your portfolio in read-only mode, without owning a portfolio of their own.

Granting read access

1. In the Client menu choose Share read access.
2. Enter the e-mail address of the desired person and click Check e-mail.
3. If the person is already registered, no password is requested. If they are not yet registered, the fields for the password appear, which for safety has to be entered twice.
4. Finish with the Grant read access button.

Your own e-mail address as well as people who already have read access are rejected; in that case a message appears and the entry starts again from the beginning.

Managing shared viewers

The Shared viewers entry in the Client menu opens the Who can read my portfolio dialog. It lists everyone with their e-mail and the kind of access:

• Registered user: a person with their own account who was granted read access.
• View-only login: a purpose-made read-only login without a portfolio of its own.

With Revoke read access the access is withdrawn again. For a registered user only the read access is removed; the person’s account remains. For a purpose-made view-only login that login is deleted entirely.

sequenceDiagram
    participant O as Owner
    participant GT as Grafioschtrader
    participant R as Reader
    O->>GT: Share read access with e-mail
    GT-->>O: Check e-mail – not yet registered
    O->>GT: Assign password and grant read access
    GT->>R: E-mail with login details
    R->>GT: Sign in with e-mail and password
    GT-->>R: Read-only view of the shared portfolio