What does the Annual Stats tab show in Portfolio Analysis?

The Annual Stats page, found within Seraf’s Portfolio Analysis section, visually shows you how your portfolio has changed from year to year. Through graphs and charts, you can see how much you’ve invested in each calendar year, your investments, returns, and current value by year of investment, and your investments by year and returns by company. Furthermore, Seraf provides you with a summary by year of the amount invested, returns, number and type of investment, and number of exits. These charts are very helpful in understanding the time it takes from investment to exit.

Seraf's advanced analytics are available to Advanced, Professional and Enterprise clients. To upgrade your account or to see a list of additional features at these account levels, log into your account, visit Account Management, and select Upgrade.

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