1:1 family link with consolidated view of joint wealth. Each keeps their own portfolio, their investment decisions, their privacy. Only the aggregate total is shared — perfect for Spanish community-property regime.
You send an email invitation to your partner. When they accept, a 1:1 link is created in the app. From that moment each sees their individual wealth in THEIR portfolio + a new "Family consolidated" block that adds both. Stock portfolios, bank accounts, loans, vehicles — each person keeps theirs private.
Table "Roberto (you) · María · FAMILY" with breakdown: stock portfolio, bank accounts, real estate, vehicles, debts and liabilities (in red), = Net wealth. Each column independent, last is sum. Ideal for family decisions: "can we afford this renovation?", "how much have we saved together?", "how are we doing toward joint FIRE?"
Only 1 active link per person (to link with another, break the current first). The invitation deep-link is idempotent (pressing twice doesn't break anything). 7-day token TTL. If you accept from expired email, clear error ("ask for another"). Hard rule: you can't invite yourself, nor accept your own invitation.
Either can break the link from the Family page. Marked as "broken" with timestamp and who did it (auditable). Once broken, both see only individual data again; nothing lost from own portfolios (each kept seeing theirs during the link). Create a new link with someone else whenever.
Demo mode with sample data · email verification in 30s · no broker connection needed.
