Open an investment contract
- Open the Investor View and select the investor profile.
- Find and expand the company in the Investments table.
- Select a contract row to open its details.
Review the current position
The contract row identifies the contract, issue date, status, ownership, invested value, estimated value, latest valuation, and net cash flow. A contract can represent issued shares, reserves, options, or a convertible position, so an ownership percentage is not always available.
Find supporting files
Files attached to a contract are available from its details when access was granted. Company files are accessed separately from the documents button beside the company.
Reconcile contract and portfolio values
Confirm the contract currency, investment amount, current instrument state, valuation basis, and effective date. Estimated value and ownership can depend on current company data, while invested value and cash flow describe different economic events.
If the position looks incomplete
Check whether the instrument is still unissued, convertible, repaid, transferred, or represented by reserves. Then verify the stakeholder identity and supporting company records. Do not create another investor profile or contract to fill a display gap.