Introduction
Couples often hold investments across different brokers, cash accounts, funds or other platforms. The challenge is not always budgeting every purchase; sometimes it is simply keeping one shared view of long-term wealth.
How partner sharing works
When cloud mode is enabled, the portfolio owner can invite a partner by email. The shared workspace can use owner, editor and viewer roles so access can match how the couple wants to maintain the portfolio.
- One shared portfolio: Both people can work from the same investment overview.
- Platform-level entries: Each broker, account or asset bucket remains one line.
- Cross-device updates: Manually entered changes can sync within the cloud workspace.
- Clear roles: Owner, editor and viewer permissions help control who can make changes.
What this feature is for
The shared workspace is useful for investment visibility and net-worth tracking. For example, one partner may track an Interactive Brokers account while the other tracks a fund, cash reserve or crypto account, with all of them contributing to one combined overview.
What it does not replace
Total Wealth Tracker is not a household budgeting or expense-tracking app. It does not create custom budgets, categorize daily spending, monitor bills or track savings goals. The collaboration feature is centered on shared portfolio and wealth visibility.
Frequently Asked Questions
Can I invite my partner?
Yes, the cloud workspace supports partner invitations by email.
Can we track household expenses?
No. The app tracks investment platforms and asset buckets rather than individual household expenses.
Can both people edit the portfolio?
That depends on the role assigned in the shared workspace. Editor access can modify portfolio data, while viewer access is more limited.
Conclusion
If your main goal is to share a view of investments and net worth with a partner, see the couples net worth tracker page.
