How to share your P&L

How to share your P&L

You can connect your broker accounts under the investments module and view P&L, taxable incomes, loss adjustments and more. But you can also share these stats with your accountants, family members or anyone helping you with your investments or taxes.
Info
Make sure you connect all your broker apps before you share your P&L. Click here to find out how you can connect your apps.
Steps to share your P&L:
1. Navigate to Investments.
2. Click on P&L Page> Publish.

3. Copy and share the generated URL.

Your P&L and tax P&L as seen in the investments will now be available to view on this URL. It will also get updated and recalculated as you make changes on the investments module.
Notes
You can also generate a new link or unpublish the current one by clicking on P&L Page.

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