Click Portfolio > Summary on the top navigation.

Your Detailed Summary displays an aggregated view of a few key metrics. Click on each metric and watch the chart update!

Your Companies Breakdown displays all investments your group has made.

You can filter these investments by Type, showing only one investment type at a time.

Note: If you filter your Companies Breakdown, your Detailed Summary at the top will also change accordingly.

You can choose which columns of information you want displayed by clicking the funnel above the last column on the right. This list of options changes depending on which Investment Type is currently displayed.

To expand 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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