Share your portfolio, keep your balance private
Show the allocation, not the account. Dividend Vision publishes your portfolio as tickers and percentages only — your dollar amounts, cost basis, gains, and account details are never shared unless you explicitly turn dollar sharing on.
What a share card looks like
Every shared portfolio can generate a clean image card — square for feeds, landscape for posts, story-sized for vertical apps. This one is rendered live by the same generator you would use:
Sample data. A real card shows your top holdings by allocation, your blended forward yield, and your public page's link — never a dollar amount.
What stays private
- Dollar values are off by default. Viewers see allocation percentages. Showing dollars is a separate, explicit opt-in you can undo at any time — turning it off removes the dollar data immediately.
- Cost basis, gains, transactions, and account details are never shared, with or without the dollar opt-in.
- You choose the audience. Public (listed on Investors), invite-link only, members only, or private — and an account-wide pause hides every shared page at once without unpublishing.
- The image card is dollar-blind by construction. It is generated from the same percentages-only data your public page shows.
How to share yours
- Publish a portfolio. Open Sharing, pick any saved portfolio, choose its public name and audience, and publish.
- Download a share card. On the portfolio's sharing page, choose a card size and download the image (or use your device's native share).
- Post it where investors talk. Communities respond best to a real allocation and a short note on your strategy — the card carries your public link, so anyone interested can follow or fork the live portfolio.
Be a good community member: post where portfolio sharing is welcome, add your own commentary, and follow each community's self-promotion rules. Shared portfolios are ideas to discuss — not verified performance, and not investment advice.