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Give a client, investor, or auditor a read-only view of one wallet’s portfolio. Enterprise accounts can share any tracked wallet as a public link—no account needed to open it. Share links are an Enterprise feature; to share a whole multi-wallet portfolio instead, use a customer link.
  1. Open My Wallets from the sidebar
  2. On the wallet’s card menu, click Share Portfolio
  3. Choose your settings and click Share—the link is created and copied to your clipboard
The same dialog is also available from a customer’s wallets table, so you can share a single wallet straight from a customer’s page.

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Share Settings

With Show Wallet Address off, the shared page labels the portfolio with a generic client label instead of the wallet’s name, and the address is hidden everywhere. With it on, the page shows your account name with the address available on hover. A wallet with an active link shows a Shared badge on its card—click the badge any time to copy the link again. Each wallet has at most one active link: creating a new one replaces the old one, and the old URL stops working. To change the settings later, open Edit Portfolio Link from the wallet’s menu. From there you can:
  • Toggle the wallet address on or off
  • Change the expiry
  • Remove link—this disables the public URL instantly and can’t be undone (you can always create a fresh link)
Archiving disables sharing - Archiving a wallet automatically disables its share link, and unarchiving does not re-enable it—create a new link if you want to share the wallet again. Anyone opening a removed, disabled, or expired link sees “Sorry, this link has expired.”

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What Viewers See

The link opens a read-only portfolio page at app.defiorbit.xyz/portfolio/…—no login, no account:
  • A dated snapshot of the wallet—the page is labelled with the snapshot date and time, so the record a viewer opens is a fixed point in time rather than a moving target
  • Summary and value chart with up to 30 days of history
  • Token holdings, wallet breakdown, chain exposure, and allocation
  • Position metrics —estimated yield, pending fees, yield APR, P&L, and impermanent loss cards
  • A Managed by attribution in the sidebar, plus theme and privacy-mode toggles
A fresh snapshot is captured whenever you create or update a link, and when you open your own shared page you’ll see a Refresh button to capture a new one on demand. Your notes never appear on shared pages.