Portfolio Insights
Understanding your investment analytics and statistics
The Insights page gives you a deeper look at your investment activity — how much you have invested, where your money is going, and who you are investing alongside.
Accessing Insights
Click "Insights" in the main navigation bar to open your analytics dashboard. The page is available to all investors, though some visualizations unlock as your portfolio grows.
Investment Statistics
At the top of the Insights page, you will see a summary of your key investment numbers:
Total Invested
The total dollar amount you have invested across all funded deals.
Active Investments
Investments currently in progress — committed or pending payment.
Funded Investments
Investments that are fully funded and complete.
Pending Action
Investments that need your attention.
Visualizations
Portfolio Value Over Time
A chart showing how your total invested amount has grown. View by 30 days, 6 months, or 12 months. Available after your first investment.
Category Diversity
How your investments are spread across sectors — climate tech, AI, health, fintech, and more. Unlocks at 3+ investments.
Founders You Have Backed
The founders whose companies you have invested in, displayed as bubbles sized by investment amount. Unlocks at 3+ investments.
Top Co-Investors
An interactive network graph showing other investors who have invested in the same deals. Filter by Top 5, 10, 20, or All. Unlocks at 5+ investments.
Certain visualizations require a minimum number of investments to be meaningful. Category diversity and founder charts unlock at 3 investments, and the co-investor network unlocks at 5 investments.
Common Questions
How often is the data updated? Insights data updates in real time as your investments change status, payments are confirmed, and new deals are funded.
Can I export my insights data? Currently, insights are available as on-screen visualizations. For data exports, download a CSV from the Tax Summary page.
What does "active" mean versus "funded"? Active investments are in progress — committed but payment not yet confirmed. Funded investments have completed the payment process.
Who can see my insights? Your Insights page is private. Only you can see your analytics.
Last updated 2 weeks ago
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