Portfolio Insights
Performance, allocation, and next actions across your Play Money and outside holdings
Insights shows how your portfolio is performing, how it is allocated, and what to fill in next so the numbers stay honest.
Opening Insights
Click Insights in the sidebar. The page is private. Only you see your analytics.
What You Will See
Performance
Headline figures such as TVPI and IRR, with charts that show how outcomes concentrate across positions. Use Include estimates when you want self-reported marks to feed the numbers. Leave it off when you only want firmer values.
Allocation
How your capital is spread across sectors, stages, and similar dimensions, plus how quickly you have been deploying.
Action Checklist
Concrete gaps that unlock better analytics, for example "Add dates to 3 positions · unlocks IRR." Each item takes you to Portfolio with the right filter so you can finish the missing fields.
Community
Peer benchmarks, achievements, and network activity for your Play Money investing. This zone stays focused on platform activity even when you are looking at a blended portfolio.
Play Money, Outside, or Both
If you hold both Play Money investments and outside positions, a scope control lets you switch between:
| Scope | What it includes |
|---|---|
| All | Your whole portfolio |
| Play Money | Investments funded through Play Money |
| External | Outside positions you imported or added |
Blended All and External views are part of Play Money Pro. Without Pro, Insights covers your Play Money deals and shows an upgrade path when outside data would change the picture.
When a combined view mixes sources, provenance labels help you tell verified Play Money figures from reported outside figures.
Keeping the Numbers Honest
Missing dates, amounts, instruments, stages, or industries can hide or weaken some metrics. Use the action checklist, then update the position on Portfolio or the outside position detail page.
Concentration alerts appear when a single company or sector dominates. That is a signal to notice, not a recommendation.
Common Questions
How often is the data updated? Insights updates as your investments, payments, marks, and imports change.
Can I export my insights data? Insights is an on-screen view. For downloads, use Documents or the Tax Center for year-level packages and summaries.
Who can see my insights? Only you. Your Angel Page is a separate, curated public view and never shows amounts.
Why don't I see IRR yet? IRR needs complete cashflow dates. Follow the action checklist to add missing dates on your positions.