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Understanding the Portfolio Summary

This article details the portfolio summary view.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

Click Portfolio in the top navigation. The display will give you an overview of your investments.

Scroll down to see a breakdown by company. You can type keywords in the search bar to filter your results.

You can also click the headings to sort.

Click "Export" to export your list of investments.

Click "Edit columns" on the far right to add/remove columns.

To expand or contract the list of investments under a company name, click the arrow to the left of the name. You can open any of these investments to view more detail by clicking on the round name itself.

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