Portfolio Overview
How to navigate and understand your portfolio page
Your portfolio page gives you a bird's-eye view of all your investments. Here is how to read it and find what you need.
The Portfolio Summary
At the top of the portfolio page, you will see a summary showing your investment totals at a glance:
Total Invested
The total dollar amount you have invested across all funded deals.
Active
The number of investments currently in progress (committed or pending payment).
Funded
The number of investments that are fully funded.
Pending Action
The number of investments that need your attention.
These numbers update automatically as your investments progress through their lifecycle.
The Attention Section
If any of your investments need action from you, the Attention section appears prominently near the top of the page. Each item shows:
- The company name and investment amount
- A description of what needs your attention (for example, "Send your wire transfer" or "Complete identity verification")
- A link to take action
Items in the Attention section are sorted by urgency — critical issues like payment failures appear first, followed by warnings like pending wire transfers.
For a full list of possible action items and what to do about each one, see Actions Required.
When you have no items requiring attention, this section does not appear.
The Investment Table
Below the summary and attention section, the investment table lists all of your investments. Each row shows:
| Column | Description |
|---|---|
| Company name | The company you invested in |
| Amount | How much you invested |
| Status | Current status — Committed, Pending, Funded, Cancelled, or Refunded |
| Status detail | More specific status when applicable (e.g., "Payment Processing") |
| Date | When you made the investment |
Finding Investments
Filter
Filter by status to see only funded, active, or action-needed investments.
Search
Use the search bar to find investments by company name.
Sort
Click column headers to sort by name, amount, status, or date.
Clicking an Investment
Click on any row in the investment table to open the full investment detail page. The detail page shows everything about that investment — status, progress, payment summary, documents, and timeline.
Common Questions
Why do I see different numbers than expected? The summary counts only include investments in their current active state. Cancelled or refunded investments are not counted in the Total Invested figure. If you recently made an investment, it may take a moment for the totals to update.
How often is the data updated? Your portfolio data updates in real time. When a payment is received, a status changes, or a new document becomes available, it is reflected immediately on the portfolio page.
Where can I see my tax documents? Tax documents (K-1 forms) are accessible from your Tax Center. You can reach it from the user menu by clicking "Taxes." Your Tax Center shows all taxable events across your investments, so you can see which investments will generate a K-1 in a given year. For more details, see Tax Forms and K-1s.
Related Pages
Last updated 2 weeks ago
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