In short: if your donor-advised fund (DAF) has invested funds — you can now see the portfolio value, gain and return of every investment plan in your personal area, any time.
How do I see my investment portfolio?
Log in to your personal area on the website.
On the home page, find the My investments section.
Each investment plan has a card with three numbers: Current balance, Gain and Return.
When do the numbers update?
The numbers update once a month. The last-updated date appears next to the plan name (hover over the info icon).
Common questions
Is the invested balance available for donations?
The invested balance is shown separately from the balance available for giving in your fund.
Want to start investing or change plans?
Message us in the chat and we'll be happy to help.
I deposited this month — why is there no gain yet?
Your deposit appears in the balance immediately, even before the month's return has been set.
Gain and return are calculated only on months that already have a return. So a new deposit never dilutes your reported return.
Once the monthly return is set, that month joins the gain and return calculation.
💡 Previously a deposit made in a month without a return did not appear in the balance yet. This is fixed — the balance now shows all of your money.