What friends can see
Friends can see holding names, portfolio weights, per-share marks, public-security returns, and thesis-level ideas that you choose to write down.
Track your portfolio, pressure-test ideas, and project cash flow.
Alison Wealth is built for people who discuss stocks with friends they actually know, but do not want to expose account balances or raw brokerage details.
Friends can see holding names, portfolio weights, per-share marks, public-security returns, and thesis-level ideas that you choose to write down.
Friends do not see your total account value, total dollar values by position, number of shares, total cost, gain/loss dollars, transactions, or account details.
This is not anonymous social media. The network layer is meant for friends, partners, and small investing groups where conversation quality matters more than follower count.
Your profile includes a preview of what friends see, so you can understand the visibility boundary before inviting anyone.
No. Friend views are designed to hide total dollars and account balances.
They only see a compact preview until a connection is accepted.
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.