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Family groups

Family groups let you link multiple TraderTape accounts for a consolidated view. Useful when you manage investments for your spouse, parents, or children and want a single net worth number without logging in and out of separate accounts.

How it works

  1. Create a family group in Settings → Family Groups
  2. Invite members by email — each invite generates a link that, when clicked, adds the member to the group
  3. Each member connects their own broker — family members don't share broker credentials, they share visibility
  4. Consolidated view becomes available in the toolbar

Once linked, the family switcher appears in the top-right toolbar (desktop only). You can:

  • Select only yourself — the default; you see your own data
  • Select specific members — their data is rolled up alongside yours in the dashboard
  • Select "All" — everyone in the group

What gets rolled up

When multiple members are selected, the Wealth Dashboard shows:

  • Combined net worth (top card) — sum across all selected members
  • Per-member breakdown table — each member's contribution with their name
  • Holdings and positions — merged across members (the same symbol held by two members shows as one row with summed quantities)
  • Day P&L — summed across members

The family rollup is a view concern only. Strategies, risk rules, and broker sessions all stay per-user. You can't deploy a strategy "for the family" — only for a single user account.

Roles

Every member has a role within the group:

  • Owner — the person who created the group. Can invite/remove members, change roles, delete the group.
  • Admin — can invite new members. Can remove non-owner members.
  • Member — view-only. Can see their own data in the rollup; can leave the group at any time.

Cloud-credentials grant

Family membership has a second purpose: it's the carve-out for storing broker API secrets on cloud. Per SEBI's algo trading rules, only family members sharing a static IP can legally store shared credentials server-side. TraderTape enforces this in software — when you're added to a family group by an admin, they can also grant you the allow_cloud_credentials permission, which enables the "Save secret to cloud" toggle on your broker connection cards.

This is the ONLY legal path for retail users to store broker secrets on cloud. Everyone else uses the browser-thin-client flow.

Setup walkthrough

  1. Create the group. Go to Settings → Family Groups → Create Group. Give it a name (e.g., "Deolasee Family").
  2. Invite the first member. Enter their email + optional label (e.g., "Wife"). They receive an email with a join link.
  3. They click the link. If they already have a TraderTape account, they join immediately. If not, they sign up first.
  4. They connect a broker. Each member needs their own broker session. The admin can also grant allow_cloud_credentials at this point if they want one-click logins.
  5. Both members see the switcher. The family icon in the toolbar now toggles between individual and consolidated views.

Limits

  • Max 10 members per group (soft limit, can be raised per request)
  • One group per user — you can only belong to one family group at a time
  • No nested groups — groups are flat
  • No transaction-level linking — rollups are view-only. Each member's trades stay in their own account for taxation, reconciliation, and strategy purposes.
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