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Secure Share

Secure Share lets you share Ideas and Portfolios via a link, enabling collaboration and feedback without requiring recipients to create an InvestLens account.

1. How Secure Share works

  • Generate a share link from within InvestLens.
  • Send the link to a recipient.
  • The recipient can open the shared view in a browser.
  • You can monitor invitation status and revoke access before the share is accepted.

2. Common use cases

  • Client review: Share a portfolio report before a meeting.
  • Second opinion: Send an ideas shortlist to a colleague for feedback.
  • Team collaboration: Share a model-driven theme with an internal group.
  • Education: Share a portfolio example with students or peers without requiring onboarding.

3. Share Ideas

Ideas can be shared via a link with anyone, including recipients who do not have an InvestLens account.

Share button for Ideas

Shared Ideas are intended for collaboration and review (for example: sending a shortlist to a colleague or client for feedback).

4. Share Portfolios

Portfolios can be shared using the same workflow as Ideas: generate a share link, send it to recipients, and track access.

4.1 Viewing without an InvestLens account

Recipients can open a shared link in a browser without creating an InvestLens account.

Shared portfolio view without an account

5. Invitation status and tracking

InvestLens shows the status of your shared links and invitations so you can confirm whether a recipient has accessed the shared view.

share status

Each row represents a share you initiated.

  • Subject: the shared item (click to open)
  • To: the recipient
  • Status:
    • pending: invitation sent but not accepted
    • accepted: recipient has accepted the share
    • revoked: invitation has been revoked
  • Expires: expiry date/time for the invitation or link (if applicable)
  • Actions: manage the share

A typical workflow is to share a link, confirm delivery, and verify access prior to a meeting.

6. Revocation rules

You can revoke a share before a recipient accepts it or adds the shared content to their account.

When you revoke a share link or invitation:

  • The link is no longer valid for viewing.
  • Any unaccepted invitation associated with that link is cancelled.
  • You can generate a new share link if you want to share again later.

7. Security and best practices

  • Share links only with intended recipients.
  • Verify emails from InvestLens before clicking links:
    • Confirm the sender address/domain and that the message follows the branded template.
    • If anything looks off, do not click links and contact support at investlens@gmadvisors.ca.