Investments are organized by those that are current and those that are exited.
Current Investments are shown in Current Investments and organized by Company, Fund, and by Round. Each investment shows the Cost Basis and Current Value of your holdings. You can change your view by selecting the corresponding tabs at the top of the table Current Investments table.
Exited Investments are shown in Exits & Returns and are organized by Company, by Round, and by Fund. You can change your view by selecting the corresponding tabs at the top of the table Current Investments table.
For more details on a particular investment, click on a company, fund or round name. At the top of each entity's page, you will find additional tabs allowing you to view documents and transactions related to that particular company. The Transactions tab provides a table showing each activity you have made. Clicking on the transaction type (i.e. Stock Purchase) will provide more details about that transaction.
You can also view all your investments in your Transaction Register.
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