Fine-Grained Control Over Who Sees Your Portfolios
Portfolio owners now have granular control over listing visibility with new public/private settings and CPA review opt-in.
New Controls
- Public vs. Private Listing — Choose whether your portfolio appears in the marketplace or is accessible only by invitation
- CPA Review Toggle — Separately opt-in to make your portfolio visible to tax professionals on the CPA inventory screen, without making it publicly listed
- Visual Badges — Clear "Public" or "Not Listed" indicators on portfolio pages so you always know the current visibility status
These controls work with the new permissions system to ensure only authorized users see sensitive deal information.