Share your portfolio with your research analyst, read-only
Your analyst sees the positions, holdings or orders you choose, for the accounts you choose. They can’t place, modify or cancel anything, and you can pause or revoke access whenever you like.
You decide exactly what they see
Sharing is opt-in, narrow by default, and yours to end.
- Choose the data
- Any of positions, holdings, open orders, order history, funds and margin, and login status. Leave the rest private.
- Choose the accounts
- Share every account, or only the ones they advise on.
- Read-only, always
- The person you share with can look, not act. They cannot place, modify or cancel an order in your accounts.
- Pause or revoke
- Pause a share for a while or revoke it for good, whenever you like.
How to share your portfolio
It takes a minute, and the other person needs nothing but a Cirrus login.
- 1
Open Data sharing in settings
Start a new share.
- 2
Enter their Cirrus email
The person you share with signs in to Cirrus with that email.
- 3
Pick the data and the accounts
Tick what they may see and for which accounts.
- 4
They see one consolidated view
Their shared data page lists everyone who shared with them and a consolidated view that refreshes live.
Who traders share with
Anyone who needs to see your accounts but should never trade them.
- Your research analyst
- Advice is better when the analyst can see what you actually hold, not a screenshot from last week.
- Your accountant or CA
- Holdings and order history across every account at tax time, without exporting reports broker by broker.
- Family
- Let a family member keep an eye on positions in accounts you run for the household.
Works with your brokers
Share data from any connected account, whichever broker it is with.
Pocketful
Zerodha
Upstox
5paisa
Motilal Oswal
Tradejini
Groww
Dhan
Fyers
Alice BlueWorks well with
- Unified dashboard Orders, positions, holdings and funds from every broker in one screen.
- TradingView & Chartink signals Turn TradingView, Chartink or Kuberhunt alerts into live orders with your own sizing.
- Trading API & webhooks Scoped API keys, signed webhooks and OAuth apps to build on top of your accounts.
Questions traders ask
Can the person I share with place trades?
No. Sharing is read-only. They can see the data you chose and cannot place, modify or cancel any order.
What can I share?
Positions, holdings, open orders, order history, funds and margin, and login status, in any combination, for all accounts or only the ones you pick.
Does my analyst need a Cirrus account?
Yes. You share to the email they use to sign in to Cirrus, and they see your data on their shared data page.
Can I stop sharing?
Yes. Pause a share temporarily or revoke it permanently at any time from Data sharing in settings.
Can I share only one account?
Yes. Each share covers either all your accounts or the specific accounts you select.
Connect your first broker in about five minutes
Sign in, link an account, and place your first multi-account order. Pocketful users pay nothing.