Show the useful part
Friends can see the names you own, portfolio weights, per-share marks, public-security return, and thesis-level notes. That is enough to discuss the portfolio without revealing sensitive numbers.
Track your portfolio, pressure-test ideas, and project cash flow.
Alison Wealth lets investors talk about holdings, allocation, per-share marks, and ideas with friends they know while hiding total dollar values, share counts, total cost, and account details.
Friends can see the names you own, portfolio weights, per-share marks, public-security return, and thesis-level notes. That is enough to discuss the portfolio without revealing sensitive numbers.
Total account value, number of shares, dollar gain/loss, total cost, transactions, and brokerage accounts stay out of the friend view by default.
This is meant for small trusted networks: friends, partners, and investing groups where people already talk about stocks but do not want to screenshot brokerage accounts.
Your profile includes a friend-view preview so you know exactly what gets shared before accepting a connection.
No. Share counts are hidden in friend-facing views.
Yes. You can use Alison Wealth as a private portfolio tracker and journal without adding friends.
Sample portfolio preview. Create a free account to add your own holdings.
A personal investing workspace for portfolio mix, current ideas, and long-term projection. Start with the sample view, then connect manual holdings next.
Portfolio mix by asset type using the sample consumer portfolio.
Weights are measured inside the public securities portfolio. Positions below the family-report disclosure threshold are grouped so the total ties to the public securities return.
Estimated net worth history. Public securities are re-marked using historical prices; funds, cash, and private assets use current statement values until dated snapshots are added.
Project liquid portfolio value using current public securities, mutual funds, cash, monthly cash flow, and expected return assumptions.
Budget is a planning layer for cash available to invest or cash required from the portfolio. It does not change actual holdings until activity is posted.
Challenges are structured investing experiments you can compare with friends without sharing dollars or share counts. Ideas stay as your private research queue.