Topic
Portfolio and reporting
Review investments, KPIs, reports, and governance information.
Do the work
Guides
Create an investor profile
Set up an individual or institutional investor identity.
Use the Investor View
Review portfolio companies, values, ownership, and available company information.
Change the portfolio display currency
Convert portfolio totals to one currency for easier comparison.
View your ownership history
Review the evolution of your shares, reserves, and ownership in a company.
View investment contracts
Open the contracts that support an investment and review their current position.
View company reports
Open reports published to your investor profile and review company updates.
View company documents
Access company files available to your investor profile.
Manage KPIs and investor reports
Create indicators, import data, and manage recurring reports.
Create and maintain KPIs
Define indicators, units, accumulation behavior, goals, and reporting periods.
Import KPI data from CSV
Prepare, validate, and reconcile a KPI data import before reporting.
Create recurring report templates
Choose indicators, frequency, and which stakeholder groups receive recurring reports.
Review and publish an investor report
Complete a report, verify its evidence, and control who can access the published version.
Understand the system