# Use the Investor View

> Review portfolio companies, values, ownership, and available company information.

- Category: Portfolio and reporting
- Type: task
- Audience: Investors
- Last reviewed: 2026-08-25
- Canonical HTML: https://tekorax.com/help/portfolio-reporting/portfolio/
- Content version: 40744417018698f3

## Open the Investor View

Top navigation → Investments → Select the investor profile

The Investor View opens the portfolio for the selected individual or institutional investor profile. Select the profile that owns the investment before reviewing its information.

## Review the portfolio summary

The overview shows portfolio value, total invested, multiple, and number of investments. You can change the display currency without changing a contract, valuation, or recorded investment.

## Review a company

Each company row shows ownership, invested value, estimated value, latest valuation, and net cash flow. Expand a company to see its investment contracts. Use the buttons beside the company to open its reports, documents, or ownership history when they are available.

## If an investment is missing

Confirm the active investor profile, investor identity used on the contract, and the contract or issuance status. Duplicate investor identities are a common reason information appears under another profile. Ask a company representative to confirm that the relevant information was made available to your profile.