Skip to content
CashboardCashboardOpen app

Guide

How to share a trading board as a link

Press Share at the top of any board and Cashboard packs the whole layout into the link itself, after the # sign. Browsers do not send that part to a server, so Cashboard never holds a copy of your board. What travels is the setup. What you hold does not.

Step by step

  1. 1

    Finish the layout

    Arrange and style the board first. Widget titles, colors, frames and notes all travel with the link.

  2. 2

    Press Share

    The Share this board dialog builds the link, with the board packed in after #app?board=, and gives you a Copy button.

  3. 3

    Check what goes with it

    The dialog shows how many widgets the link holds and lists any external web app URLs. Settings travel too, such as the symbols you watch and your alert thresholds. If you wrote an address in a note, it goes as well.

  4. 4

    Send the link

    Paste it anywhere a URL fits, such as a group chat or a post on X.

  5. 5

    What the recipient sees

    They see the widget list, a warning for any external sites, and a field to rename the board. Nothing is saved until they press Add to my boards, and every portfolio widget arrives empty.

Tips

  • Cashboard will not open a link whose board part runs past 64,000 characters. Long notes make links long, so trim them on big boards.
  • Export this board in Ctrl K is a different thing. The JSON file keeps your addresses, holdings and paper positions, so it is a backup for you, not something to post.
  • Paste a link you received into the Open a link someone sent you field at the bottom of the Share dialog.

Widgets used

Terms in this guide

Frequently asked questions

Does Cashboard store my shared board on a server?

No. The layout is compressed into the URL fragment, which browsers keep to themselves when they request a page. There is no account system holding a copy either.

Will the person I share with see my wallet?

No. Wallet addresses, manual holdings and paper positions are stripped before the link is made. They get the same widgets and can paste their own addresses. Text you typed into notes and titles is shared as written, though.

Last reviewed . Market data in Cashboard comes from the providers named on each widget and may be delayed. Nothing here is financial advice.