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See details of your asset
Updated over 5 months ago

After you add your assets, you see their details. Your diverse portfolio will appear on your homepage.

  1. Click on the investment category for which you would like to see details. This will open the category page, where you can see a list of your investments under that category.

  2. Click on the asset that you would like to see in detail.

The details page shows you three main categories:

  1. Summary (Investment details of that asset, e.g. IRR, TVPI, avg. holding period, etc.)

  2. Valuation (Value details of that asset, e.g. market value, estimated profit, etc.)

  3. Information (based on the information that you added during the addition of that set)

Please note that the details of assets under each category may vary.

If you have questions about the terms (IRR, TVPI, etc.), please check out this article.

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