Outside Positions
Track investments you made outside Play Money alongside your platform holdings
Outside positions are investments you made elsewhere and chose to track here. Their values are reported by you or your documents, not verified by Play Money. Adding and editing them is part of Play Money Pro.
Adding a Position
On Portfolio, click Add investment to enter one position by hand: company, instrument, amounts, dates, and the platform or vehicle you used.
For many positions at once, use Import.
The Position Page
Click any outside row on Portfolio to open its detail page. There you can:
- Edit amounts, dates, instrument, stage, and industry
- Reassign the company if the match is wrong
- Update status (Active, Written off, Exited, and related states)
- Record a current value (a mark) with an as-of date
- Manage documents for that position
- Review capital account figures when an imported K-1 provided them
- Check QSBS holding clocks and notes for your CPA conversation
Reported vs Verified
| Source | Meaning |
|---|---|
| Verified | Funded through Play Money |
| Reported | Outside position you imported or added |
Portfolio summaries and Insights label reported figures so you can tell them apart from verified ones.
Emails You May Get
- A monthly staleness digest when positions have had no update for over nine months
- A QSBS clock reminder when a five-year mark or rollover window comes up (dates only, not tax advice)
Common Questions
Can I delete a position? You can write off or update state on the position page. For import mistakes caught early, reject the row before you commit the import.
Do outside positions show on my Angel Page? With Play Money Pro, yes, if you choose to show them. Amounts never appear.
Where do K-1s for outside funds go? Upload through Import or Tax Center. They land in Documents and the Tax Center K-1 tracker for that year.