Suggestions

:speech_balloon:

Share a read-only view of account

Ability to share via link the account with others so they can view data. This could be used to share with a financial advisor or with a forum (Bogleheads, Reddit, etc.) to get feedback.

Ability to share a single plan or the entire account.

Ability to set a timer on the share link (persists forever, good for 1 hour, good for 1 day, good for 1 week, 1 month, 1 year).

Share should be read-only but as a stretch goal it’d be nice for: 1. The recipient to be able to make changes to view the impact but not write those changes (the current Compare feature). 2. The recipient to be able to create a new plan based on the changes (rather than overwriting the existing plan… which might be its own nice enhancement to the Compare feature).

6 votes

Tagged as Suggestion

Suggested 11 May 2022 by user Matthew Stublefield

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  • 11 May 2022 Matthew Stublefield suggested this task

  • 12 May 2022 Kyle Nolan approved this task

  • avatar

    Share should require paid account.

    14 May 2022
  • avatar

    I would love the ability to share a view only plan, so I can share my view with some friends I chat to all the time around finance stuff. Could lead to them subscribing eventually, or to share with a FP for review. I like Matt’s idea of them needing to have an account, not a paid one but with a 7 day trial to continue viewing post that.

    22 May 2023