🤝 Broker Sharing
LibreFolio allows you to share access to your brokerage accounts with other users. This is useful for families, financial advisors, or accountants who need visibility into your portfolio.
📋 How to Share
- Navigate to a broker's detail page
- Click the Share button () in the header
- The Sharing Modal opens
- Search for the user by username
- Select a role (Viewer, Editor, or Owner)
- Set the share percentage (drag slider or type value)
- Click Save to apply changes
Only Owners can manage access
You must be an Owner of the broker to add, remove, or modify other users' access.
🛡️ Access Roles
When you share a broker, you assign a role that determines what the other user can do:
| Feature | Viewer | Editor | Owner |
|---|---|---|---|
| View Broker Details | ✅ | ✅ | ✅ |
| View Transactions | ✅ | ✅ | ✅ |
| View Reports & Charts | ✅ | ✅ | ✅ |
| Add/Edit Transactions | ❌ | ✅ | ✅ |
| Import Files (BRIM) | ❌ | ✅ | ✅ |
| Edit Broker Settings | ❌ | ✅ | ✅ |
| Manage Access (Add/Remove Users) | ❌ | ❌ | ✅ |
| Delete Broker | ❌ | ❌ | ✅ |
- 👁️ Viewer: Read-only access. Ideal for accountants or family members who just need to see data.
- ✏️ Editor: Can manage day-to-day operations (transactions, imports) but cannot delete the broker or change access.
- 👑 Owner: Full control. Can do everything, including adding/removing other users.
📊 Share Percentage
Each user with access to a broker has a share percentage (0% to 100%). This represents how much of the broker's portfolio value belongs to that user.
Joint Account
You and your spouse share a brokerage account 50/50:
- You (Owner): 50%
- Spouse (Editor): 50%
When computing total portfolio value, the system counts 50% of this broker's value for each of you.
Financial Advisor
Your financial advisor needs to see your portfolio but doesn't own any of it:
- You (Owner): 100%
- Advisor (Viewer): 0%
The sum of all share percentages for a broker must not exceed 100%, but it can be less (e.g., a co-owned account where the co-owner is not in the system).
💡 Common Scenarios
| Scenario | Suggested Setup |
|---|---|
| Spouse / Partner | Editor or co-Owner, 50% share each |
| Financial Advisor | Viewer, 0% share |
| Accountant | Viewer, 0% share |
| Family member | Viewer or Editor, custom share % |
Portfolio Aggregation
The share percentage is designed for future portfolio aggregation features. When these are implemented, each user's dashboard will show their proportional share of all brokers they have access to.