The Workflow
The process starts when you connect a brokerage account. From there, SharpeShare uses the linked trading activity to build a performance view that can be reviewed privately or shared publicly.
1. Connect a Brokerage Account
SharpeShare starts with connected brokerage data. That gives the dashboard a real transaction history to work from instead of requiring manual data entry or repeated copy/paste cleanup.
2. Turn Brokerage Activity Into Performance History
Once the account is connected, SharpeShare turns brokerage activity into a structured performance history. This gives you a consistent record to review instead of a collection of disconnected trade notes.
3. Calculate Returns and Risk Metrics
SharpeShare calculates time-weighted return and risk metrics so portfolio performance is easier to evaluate separately from deposits, withdrawals, and account size changes. That makes it easier to read returns alongside drawdown, Sharpe ratio, and other context that matters for trading performance.
4. Compare Against the S&P 500
The dashboard also supports benchmark comparison against the S&P 500, a broad U.S. stock benchmark. That gives traders a familiar reference for seeing how the portfolio performed over the same period.
5. Share a Clean Public Portfolio View
When you want to share performance publicly, SharpeShare presents the portfolio in a cleaner format that makes it easier for visitors to read the returns, benchmark context, drawdown and risk metrics, and the connected-data basis for the dashboard without needing a spreadsheet explanation.
Why This Workflow Matters
- Connected source: the dashboard starts from brokerage data instead of manual entry.
- Consistent calculations: the same performance method stays tied to the same source.
- Benchmark context: the S&P 500 comparison stays tied to the portfolio view.
- Risk visibility: drawdown and other metrics stay alongside the return story.
- Public sharing: the dashboard is easier to present without rebuilding charts by hand.
How SharpeShare Helps
SharpeShare is built to reduce the manual work around tracking, comparing, and sharing portfolio performance. Instead of managing the workflow in separate spreadsheet tabs, you can review the connected dashboard in one place and use it for private analysis or public sharing.