3.2 Share your strategy (public link)

With just one click, you can easily share results with clients, colleagues, or your audience. Ideal for collaboration, feedback, or embedding in presentations, newsletters, or blog posts.

Share your portfolio with one click

You can share any strategy directly from the input section. Just click the Share Report button below your settings in either the Backtesting or Optimization tool.

This opens a small popup with a public link to your report. Just copy the link and send it to your team, clients, or anyone else.

Anyone with the link can open the report in their browser.

Saved automatically for you

Each time you click Share Report, the report version is saved to your Saved Reports section. It will appear there with the date, so you can always find it again.

Privacy

Your share link does not appear publicly anywhere on PortfolioMetrics. Only people you share it with can access it. You can generate a new link at any time, which automatically invalidates the old one.