Dec 26
[NEW] Share-a-folio - Live Consolidated Multi-Account Sharing
[1] Connect multiple accounts for a single person across different brokers (e.g. all of “Mr. Sharma’s” accounts).
[2] Combine those accounts into one consolidated portfolio view that behaves like a single Folyo portfolio.
[3] Share that total view as a clean, read-only “single portfolio” for that person, even though it’s stitched from many accounts and brokers.
[4] Optionally still choose which accounts to include or exclude in the shared view.
In Progress
Use case: [1] You handle investments for a person who has 5+ demat/broker accounts with different brokers. [2] In Folyo, you group all of that person’s accounts into one consolidated portfolio. [3] You share this as a single portfolio view so they see one total picture instead of 5 different logins. [4] You remain in control of what’s included, while the other side experiences it as one clean Folyo portfolio.