Aureli lets you share a portfolio with anyone — a partner tracking finances together, a financial adviser who needs to review your holdings, or an accountant who needs read-only access. Each person gets exactly the level of access they need, nothing more.
Understanding access roles
Every portfolio member has one of three roles:
| Role | What they can do |
|---|---|
| Owner | Full access. Can add, edit, and delete assets and debts. Can invite and remove members, change roles, and delete the portfolio. There is always exactly one owner per portfolio. |
| Editor | Can add, edit, and delete assets and debts. Can view all reports. Cannot manage members or delete the portfolio. |
| Viewer | Read-only access. Can view the portfolio's net worth, assets, debts, and reports. Cannot make any changes. |
Choose the role that matches what the person actually needs to do.
How to invite someone
- Open the portfolio you want to share.
- Click Share in the left sidebar.
- Scroll to People with access and click Add.
- Enter the email address of the person you want to invite.
- Select their role: Editor or Viewer (LITE users can only select Viewer).
- Click Submit.
The person will receive an email with a link to accept the invitation. They need an Aureli account — if they don't have one, they'll be prompted to sign up when they click the link. Invitations expire after a period of time if not accepted.
Managing pending invitations
Active collaborators and outstanding invitations share a single People with access list on the Share page — a pending invite shows up there with a Pending tag instead of a role. If you want to cancel it, click the ⋯ menu at the end of its row and select Revoke invitation.
Once the invitation is accepted, the row updates in place to show the person's role.
Changing a member's role
- Click Share in the left sidebar.
- Find the member in the People with access list.
- Click the ⋯ menu at the end of their row and choose Make editor or Make viewer.
The change takes effect immediately — no need to re-invite them.
Removing a member
- Click Share in the left sidebar.
- Find the member in the People with access list.
- Click the ⋯ menu at the end of their row and select Revoke access.
The member immediately loses access to the portfolio. Their Aureli account is not affected, and any data they entered (assets, debts, valuations) remains in the portfolio.
What the invitee sees
When you send an invitation, the recipient gets an email from Aureli explaining that you've shared a portfolio with them and what role they've been given.
After accepting:
- The portfolio appears in their portfolio list.
- A small badge shows their role (Editor or Viewer).
- They can switch between their own portfolios and the shared one from the portfolio selector at the top of the sidebar.
Plan requirements
Portfolio sharing is available on both plans. LITE users can invite members as Viewers only. PRO users can invite members in any role (Editor or Viewer).
Members themselves do not need a PRO plan to accept an invitation.
If you're on the LITE plan and want to add an editor, you'll need to upgrade first. View pricing and plans →
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