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).

11 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