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How do I customize how my portfolio appears when sharing on social media?

To customize how your portfolio appears on social media:

  • Go to the Portfolio Manager.

  • Hover over a portfolio thumbnail.

  • Click Options in its top-right corner.

  • Choose Share Portfolio

  • Click on the image and text of the social media preview to change what appears on social media summary cards.

If the card of a link you want to share is outdated, you can use the social media sites’ own tools to prompt a speedy update. Just copy your link into these tools: