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What Is the Best Way to Share a Stock Portfolio?

The most believable kind of stock portfolio sharing is a record of the trades behind your returns, each logged before the fact, not a screenshot of your balance. A screenshot shows one moment somebody picked. A record made before the results shows every trade, losses included, and anyone can check it.

What are the ways to share a stock portfolio?

MethodWhat people seeWhat they cannot tell
Screenshot of your balanceOne number, at a moment you pickedWhich account, which day, and what was cropped out
Broker export or spreadsheetThe trades in the fileWhich accounts were left out, and when the file was made
Portfolio tracker linkHoldings and returns over timeYour plan: where each trade was wrong, and where it was right
Sealed trade recordEvery trade, logged before the fact and published laterWhether the plan was any good, which is what the record is for

The first three show results. Only the last one proves when each trade was decided, and that is the part a doubtful person cannot check any other way.

Why don't portfolio screenshots convince people?

Because anyone can make one. A screenshot can be cropped, taken from a different account, or picked from the best week of the year, and nobody looking at it can tell. Investment scams that started on social media made up $1.1bn of reported losses, over half of all social-media scam losses, in FTC data published in April 2026.[1]

So an honest trader and a dishonest one look the same in a screenshot, however good the numbers are.

How can someone check that a shared record is real?

Two ways, and neither of them needs your permission. Every sealed trade carries the time it was committed, so a reader can see it was written down before the market moved rather than after. And kappi publishes a fingerprint of the whole record to a public log kept outside kappi, so anyone can confirm that nothing was edited or removed later. No account, no login, nothing to ask kappi for.

That is the part a screenshot cannot do, and it is why the record is worth sharing: the person reading it does not have to take your word for it, or kappi's.

What does a shared kappi record show?

Your profit and loss, how much you kept for the risk you took, reward versus risk, how closely you move with the S&P 500, and your number of trades, over the last 30, 100 and 200 days.

Only closed trades appear on your public profile, so open positions stay off it until you close them.

How do I share my portfolio without giving out my broker login?

Share the record, not the account. kappi logs trades from a Chrome extension, so it works with any brokerage, and there is nothing to import and no account to link.

You can give someone your kappi username before you make the trades. Every trade after that lands on it, losers included, so the record cannot be swapped for a luckier one later.

Who sees what I share?

Your record is yours to share, with whoever you choose. Each trade stays sealed on your device for a delay you pick, from 1 hour to 30 days, and then kappi publishes it. Reading someone's record is free.

kappi is a trade recorder: you log a trade before you know how it turns out, it stays sealed for a delay you choose, and then it is published to a record nobody can edit, which anyone can check without asking kappi. $15/month, no free tier.

Sources

  1. FTC, 'New FTC Data Show People Have Lost Billions to Social Media Scams', April 2026 — investment scams originating on social media accounted for $1.1bn, over half of all social-media scam losses read 2026-08-16

Frequently asked questions

What is stock portfolio sharing?

Showing other people how your stock portfolio has done. The believable version shares the trades behind your returns, each logged before the fact, so people see every trade instead of one moment you picked.

Is a portfolio screenshot proof of performance?

No. A screenshot shows a balance at a moment somebody chose, and it can be cropped or taken from a different account. It cannot show when trades were decided or whether any are missing.

Can I share my portfolio without connecting my broker?

Yes. kappi logs trades from a Chrome extension, so it works with any brokerage and there is nothing to import or link. The record is yours to share, with whoever you choose.

Will sharing my portfolio give away my open positions?

No. Only closed trades appear on a public kappi profile or the community board, so open positions stay off them until you close.

How much does it cost to share a portfolio on kappi?

$15 a month to keep a record, with no free tier. Reading someone's record is free.

Let's set some records

Broker-import journals prove what you did after the fact, from data you control. kappi timestamps what you said you would do, before you knew how it would turn out, on a record you cannot edit.

Start a verified track record — $15/mo

No free tier. Cancel any time.

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