Investor Documentation
Overview
The Equity Portfolio Management Platform allows investors to track all their equity investments in one centralized location. The platform provides a comprehensive view of your entire investment portfolio with real-time updates and performance tracking.
Key Features
Centralized tracking of all equity investments
Portfolio performance monitoring
Ownership percentage tracking
Real-time valuation updates (when connected with companies)
ROI tracking per investment
Automatic portfolio weight calculation
Portfolio Dashboard
The main dashboard displays:
Total portfolio value
Performance graph showing portfolio value over time
Detailed list of all investments
Key metrics for each investment:
Invested Amount (in EUR)
Number of shares
Current value
ROI (Return on Investment)
Portfolio weight
Adding New Investments
To add a new investment to your portfolio:
Click the "Add investment" button
Fill in the required information:
Company name
Invested amount (in EUR)
Number of shares
Investment date
Current price per share (optional)
Choose whether to invite the company to SeedBlink Equity
Provide representative contact information:
Representative name
Email address
Company Connection Process
When adding a new investment:
Enter the company representative's contact information
The platform automatically sends an email invitation to the representative
If the company accepts the invitation and joins the platform:
They can confirm your investment details
Your investment status will be updated to "confirmed"
You'll receive automatic updates for share price and company valuation
If the company doesn't join:
Your investment remains in "manual" status
You'll need to update the investment details yourself
Investment Status Indicators
The platform uses various indicators to show the status of your investments:
"?" symbols indicate missing data for investments not yet confirmed by companies
Warning icons (⚠️) indicate manually added investments pending company confirmation
Flags show the company's country of registration
Portfolio weight bars visualize the relative size of each investment
Data Management
Companies connected to the platform can automatically update:
Current share price
Company valuation
Your ownership percentage
Manual investments require you to update values yourself
All historical data is preserved and displayed in the performance graph
Portfolio Valuation
The total portfolio value displayed is calculated by:
Taking into account the latest available share prices of your invested companies
Using the number of shares you own in each company
For companies with missing share prices, the system will use your original invested amount
The value is updated daily for connected companies
Manual investments retain their input values until manually updated
Portfolio Metrics
For each investment, you can track:
Initial invested amount
Current value
ROI percentage
Number of shares owned
Portfolio weight (as a percentage of total portfolio value)
Important Notes
Historical performance data is maintained and visualized in the graph
Investments pending company confirmation will show limited data
You can view detailed information for each investment by selecting it from the list
The platform supports pagination for larger portfolios (10 investments per page by default)
The investment amounts are automatically converted into EUR value such that you only have 1 currency for your entire portfolio, despite different investments made/registered in different currencies.