Sharing with your household

Everything you connect to GetGild lives in your personal portfolio. Only you can see it.

If you manage money with a partner or family, you can create a shared portfolio, for example “Smith Family”. You choose which of your accounts and assets go into it, and each person you invite sees the combined picture. Your other accounts stay private.

Create a shared portfolio

1. Open Manage Portfolios from the menu.
2. Select + New Shared Portfolio.
3. Give it a name and select Create.

You’re the owner of any portfolio you create. To bring people in, see Inviting someone to a shared portfolio.

Add accounts to it

You connect accounts once, in your personal portfolio. Then you link them into the shared one.

1. Use the portfolio selector at the top of the screen to switch to your shared portfolio.
2. Go to Accounts and select + Link Account.
3. Pick the accounts you want to share.

Assets work the same way from the Assets page. Linking doesn’t copy anything. Balances and transactions keep syncing from your original connection, so the shared view is always current.

To take an account back out, select Unlink from this portfolio next to it. It stays in your personal portfolio.

Who can do what

Role	See everything shared	Link and unlink their own accounts	Invite, remove people, rename, delete
Owner	Yes	Yes	Yes
Editor	Yes	Yes	No
Viewer	Yes	No	No

A partner who handles the money with you would usually be an Editor, so they can link their own accounts too. Viewer is read only, which suits an older child or a financial adviser.

Switching between portfolios

Once you belong to more than one portfolio, the selector at the top of the screen lists them all. Pick one and every page, from the dashboard to tax, shows that portfolio’s numbers.

Deleting a shared portfolio

Only the owner can do this, from Manage Portfolios. Everyone loses access straight away and it can’t be undone. The accounts themselves aren’t deleted: they stay in each person’s personal portfolio.

If you delete an account from your personal portfolio, it disappears from every shared portfolio it was linked into. GetGild warns you before that happens.