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Overview

Share Links allow you to create secure URLs to share your portfolio with trusted individuals such as financial advisors, family members, insurance agents, or accountants. Each link can be customized with password protection, expiration dates, view limits, and editing permissions. Share Links generate unique, secure URLs that grant access to your portfolio data. Recipients don’t need a Storehouses account to view shared portfolios. You maintain complete control over what’s shared and can edit or revoke access at any time.

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Key Features

QR Codes

Each link includes a scannable QR code for easy mobile sharing

Password Protection

Optional password security for sensitive sharing

Expiration Dates

Set automatic expiration for temporary access

View Limits

Limit how many times a link can be viewed

Edit Permissions

Choose between read-only and edit access

Search & Filter

Easily find and manage multiple share links

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Common Use Cases

Financial Advisors

Share portfolio data with wealth managers and financial planners

Insurance Purposes

Provide insurance agents with asset inventories and valuations

Family Members

Share collections with spouses or family members

Accountants & Tax Pros

Share valuations for tax reporting and compliance

Appraisers

Share specific collections for valuation purposes

Estate Planning

Share with executors and estate attorneys
Navigate to storehouses.app/share-links or:
  1. Go to Dashboard
  2. Click “Share Links” in the sidebar
  3. View and manage your share links

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Share Links Page Tabs

The Share Links page is organized into three tabs:
Share your entire portfolio or specific collections with customizable settings.What you can share:
  • Entire portfolio - All items across all collections
  • Specific collections - Select one or more collections to share (recipients only see items in those collections)
Features:
  • Password protection (optional)
  • Expiration date (optional)
  • Maximum views limit (optional)
  • Edit permission toggle
  • QR code for easy sharing
Use cases:
  • Share entire portfolio with financial advisor
  • Share only “Investment Coins” collection with a dealer
  • Share “Wine Cellar” collection with an insurance appraiser
  • Share multiple collections while keeping others private
1

Open Share Links Page

Navigate to the Share Links page
2

Click '+ Create Share Link'

Click the yellow “Create Share Link” button
3

Enter Link Name

Provide a descriptive name (required) - e.g., “Financial Advisor Access” or “Insurance Appraisal 2026”
4

Choose What to Share

Select what to include in the share:
  • Entire Portfolio - Share all items across all collections
  • Specific Collections - Select one or more collections to share
5

Configure Permissions

Toggle “Allow Editing” if you want recipients to modify items and collections
6

Set Optional Expiration

Choose a date when the link should automatically expire (leave blank for permanent)
7

Add View Limit (Optional)

Limit how many times the link can be accessed (leave blank for unlimited)
8

Set Password (Optional)

Add password protection for extra security
9

Create Link

Click “Create Share Link” to generate the secure URL
10

Share URL or QR Code

Copy the link or share the QR code with your intended recipient
Sharing specific collections is useful when you want to share only relevant items - for example, sharing your “Gold Bullion” collection with a precious metals dealer while keeping your wine collection private.

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Name Field (Required)

Every share link must have a name for easy identification:
  • Purpose: Helps you distinguish between multiple links at a glance
  • Display: Shows with avatar initials (first letters of each word)
    • Example: “My Portfolio Share” → “MP” avatar
  • Searchable: Use the search box to quickly filter links by name
Naming Best Practices:
Good Examples:
  • “Morgan Stanley Advisor - John Smith”
  • “Insurance Renewal 2026”
  • “Estate Attorney Review”
  • “Share with Spouse”
Poor Examples:
  • “Link 1”
  • “Share”
  • “Temp”

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Permission Settings

Recipients can view all shared data but cannot make changes:What recipients can do:
  • View portfolio overview and statistics
  • Browse all shared items and collections
  • View item details, images, and metadata
  • Export data to PDF
  • Generate print-friendly views
What recipients cannot do:
  • Add, edit, or delete items
  • Modify collections
  • Change account settings
  • Create new share links
Best for:
  • Insurance agents
  • Appraisers
  • Accountants
  • Casual viewing

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Expiration Settings

Links that automatically expire after a set date:Use cases:
  • One-time consultations
  • Temporary advisor access
  • Time-limited sharing
  • Enhanced security needs
How it works:
  • Choose any future date
  • Link becomes inactive at midnight on that date
  • Recipients see an “expired” message after that date
  • You can extend expiration by editing the link
For security, use temporary links when possible. Only create permanent links for trusted, long-term relationships.

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View Limits

Control how many times a link can be accessed:
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default
Leave the “Max Views” field blank for unlimited access
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number
Set a specific number (e.g., 5, 10, 50) to restrict total views
How it works:
  • Each time someone opens the link, the view count increases
  • Once the limit is reached, the link becomes inactive
  • Current view count is displayed for each link
  • You can increase the limit by editing the link
Best for:
  • One-time consultations
  • Preventing link sharing beyond intended recipient
  • Limiting exposure of sensitive data

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Password Protection

Add an extra layer of security:
Recommended for:
  • High-value portfolios
  • Links sent via email or unsecured channels
  • Sharing with people you don’t know well
  • Extra protection against link interception
Not necessary for:
  • Links sent via secure channels
  • Very short expiration periods (24 hours)
  • Non-sensitive collections
  • Recipients must enter the password to view the share
  • Passwords are encrypted using bcrypt hashing
  • You must send the password separately from the link
  • Password can be changed by editing the link
  • Leave password field blank when editing to keep existing password

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Visual Features

Each share link displays: QR Code:
  • 120x120 pixel QR code for easy mobile scanning
  • Generated locally in your browser for security
  • No third-party services used
  • Gray ring border for visual clarity
  • Scan with any smartphone camera app
Name & Avatar:
  • Colored avatar with initials from the link name
  • Full name displayed next to avatar
  • Easy visual identification
Clickable URL:
  • Link appears in a styled code block
  • Click anywhere on the URL to copy to clipboard
  • Shows ”✓ Copied!” confirmation when copied
  • Gray background with border for emphasis
Status Badges:
  • Editable (yellow badge): Recipients can edit items
  • Active (lime green badge): Link is currently valid
  • Inactive (red badge): Link has expired or reached view limit
Metadata:
  • Creation date
  • Current view count / max views
  • Expiration date (if set)
  • Max views limit (if set)

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Search & Filter

Find share links quickly:
  1. Use the search box at the top of the page
  2. Filter by link name or URL
  3. Results update in real-time as you type
  4. Case-insensitive search
Example searches:
  • “advisor” - finds all advisor-related links
  • “2026” - finds all links created for 2026
  • “estate” - finds estate planning links
To modify an existing share link:
1

Find the Link

Locate the link in your list or use search
2

Click Dropdown Menu

Click the three dots (⋮) next to the link
3

Select 'Edit'

Choose “Edit” from the dropdown menu
4

Modify Settings

Update any of the following:
  • Name
  • Edit permissions
  • Expiration date
  • Max views
  • Password (leave blank to keep existing)
5

Save Changes

Click “Update Share Link” to save
The URL remains the same when editing. Recipients don’t need a new link - changes take effect immediately.
Two ways to copy:
  1. Click the URL directly:
    • Click anywhere on the link displayed in the code block
    • See ”✓ Copied!” confirmation
    • Paste wherever needed
  2. Use the dropdown menu:
    • Click the three dots (⋮)
    • Select “Copy”
    • Link is copied to clipboard
Sharing the link:
  • Email
  • Secure message
  • Password manager (for long-term storage)
  • Document sharing platform
  • Text message
  • Or scan the QR code with a phone
Treat share links like passwords. Anyone with the link can view the shared data (unless password-protected).
To permanently delete a share link:
1

Open Dropdown Menu

Click the three dots (⋮) next to the link
2

Select 'Delete'

Choose “Delete” from the menu
3

Confirm Deletion

Review the custom confirmation modal showing the link name
4

Click 'Delete'

Confirm to permanently delete the link
What happens:
  • Link immediately becomes invalid
  • Recipients lose access instantly
  • Existing open sessions are terminated
  • Link cannot be reactivated (create new one if needed)
  • Action cannot be undone
Delete links immediately when they’re no longer needed to maintain portfolio security.

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What Recipients Can See

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Included Information

Recipients with a share link can view:
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section
  • Total portfolio value
  • Asset category breakdown
  • Number of items
  • Value allocation charts
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section
  • Item names and descriptions
  • Category-specific metadata
  • Purchase and current values
  • Images and documents
  • Locations
  • Notes and descriptions
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section
  • Collection names and organization
  • Items within shared collections
  • Collection-level statistics
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section
  • Ability to export shared data to PDF
  • Print-friendly views
  • Summary reports

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Excluded Information

Recipients cannot see:
  • Account settings or personal information
  • Billing and subscription details
  • Email address or contact information
  • Items or collections not included in share
  • Alert configurations
  • Heir access settings
  • Other share links you’ve created
All shared access is read-only by default. Recipients cannot modify, add, or delete any data unless you’ve granted edit permissions.

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Security Features

Secure by Design

  • Unique URLs: Each link is cryptographically secure and unique
  • No Account Required: Recipients don’t need passwords or accounts (unless you set a link password)
  • Read-Only Default: No modification capabilities unless explicitly granted
  • Instant Revocation: Disable access immediately at any time
  • Expiration Options: Automatic time-based access removal
  • QR Code Security: Generated client-side, never sent to third parties
  • Password Encryption: Uses bcrypt hashing for password-protected links

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QR Code Security

Share Links QR codes are generated with security in mind:
  • Client-Side Generation: QR codes are created in your browser using the qrcode npm package
  • No Third Parties: Your share links are never sent to external QR code services
  • Local Storage: QR codes are stored only in your browser session
  • Fresh on Every Load: QR codes regenerate each time you visit the page
  • No Tracking: No analytics or tracking embedded in QR codes

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Best Security Practices

  • Name links clearly so you remember their purpose
  • Include recipient name or purpose in the name
  • Makes it easier to audit active links
  • Helps you identify links to delete when no longer needed
  • Send links via secure channels
  • Don’t post links publicly
  • Verify recipient before sharing
  • Consider password-protecting emails containing links
  • Send passwords separately from links
  • Delete links after use
  • Don’t leave expired links active
  • Revoke if recipient no longer needs access
  • Revoke if link may have been compromised

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Financial Advisor Access

Setup:
Rationale: Permanent read-only link for trusted, ongoing relationship with real-time portfolio updates

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Insurance Appraisal

Setup:
Rationale: Temporary password-protected access for insurance appraisal period

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Estate Attorney Review

Setup:
Rationale: Extended temporary access with view limits for comprehensive estate planning work

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Family Member Collaboration

Setup:
Rationale: Permanent editable access for joint portfolio management

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One-Time Consultation

Setup:
Rationale: Short-term, limited-view access for specialized appraisal

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Real-Time Updates

Share links display real-time data:
  • Current portfolio values
  • Latest spot prices for precious metals
  • Recently added items
  • Updated valuations
  • Current collection organization
Recipients see the same data you see in your dashboard, updated in real-time.

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Recipient Experience

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What Recipients See

When someone opens your share link:
  1. Password Entry (if protected)
    • Simple password form
    • Access granted after correct password
  2. Portfolio Overview
    • Landing page with portfolio summary
    • Total value and statistics
    • Category breakdown charts
  3. Item List
    • Browsable list of shared items
    • Thumbnail images
    • Key details for each item
  4. Item Details
    • Click any item for full details
    • View all images and documents
    • See complete metadata
  5. Export Options
    • Export to PDF button
    • Print-friendly view
    • Summary report generation
Recipients with read-only access cannot:
  • Edit or add items
  • Delete anything
  • See account owner information
  • Access account settings
  • Create their own share links
  • View other share links
  • Change view settings permanently

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Export from Shared View

Recipients can export shared data:

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PDF Export

  • Complete portfolio report
  • Formatted for printing
  • Includes images and values
  • Professional layout
  • Printer-optimized layout
  • Clean formatting
  • Item details and images
  • Summary statistics
Learn more about exports →

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Troubleshooting

If QR code isn’t scanning:
  • Ensure good lighting
  • Hold phone steady
  • Try zooming in/out slightly
  • Use a dedicated QR scanner app
  • Make sure QR code image loaded fully
If shared items aren’t visible:
  • Confirm link is active (not expired or view-limited)
  • Check that items exist in your portfolio
  • Ensure link wasn’t deleted
  • Have recipient clear browser cache
If recipient sees outdated values:
  • Have them refresh the page
  • Verify your portfolio is updated
  • Check for browser caching issues
  • Confirm link is active (not expired)

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Comparison with Heir Access

Learn more about Heir Access →

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Next Steps

Create Share Link

Start sharing your portfolio

Organize Collections

Set up collections for sharing

Export Data

Generate reports

Set Up Heir Access

Configure emergency access