Portfolio Overview
How to navigate and understand your portfolio page
Your portfolio page shows every position you hold in one place: investments made through Play Money and any outside investments you have imported or added. 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 portfolio at a glance:
Invested
The total capital you have put into your positions.
Current Value
What your portfolio is worth today, based on the latest values for each position.
Realized
Cash you have received back from exits and distributions.
Positions
How many positions are included in these numbers.
If your portfolio mixes Play Money investments with outside positions, the Current Value card carries a "verified + reported" label. Click it to see how the total splits between the two. Play Money amounts are verified by the platform; outside values are self-reported or extracted from your documents and are not verified by Play Money.
Positions with an unknown value show a dash instead of a number, and the summary tells you how many were excluded. Play Money never fills in a zero for a value it does not know.
Adding to Your Portfolio
Two buttons in the page header let you bring outside investments in (both require Play Money Pro):
- Import: upload spreadsheets, agreements, or tax documents and Play Money extracts your positions for review. See Importing Outside Investments.
- Add investment: enter a single outside position by hand. See Outside Positions.
Without Pro, those buttons take you to the upgrade flow. Your Play Money investments do not need Pro.
The Attention Section
If any of your Play Money 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 Positions Table
Below the summary, the positions table lists everything you hold. Each row shows:
| Column | Description |
|---|---|
| Company | The company, with its logo and the entity you invested through |
| Invested | How much you put in |
| Value | The position's current value. "At cost" means no newer value has been recorded; a sparkle marks your own estimate |
| Multiple | Current value plus realized cash, divided by what you invested |
| Status | Where the position stands: Funded, Active, Exited, Written off, and so on |
| Source | Verified (funded through Play Money) or Reported (an outside position you added). Only shown when your portfolio has both |
| Date | When you made the investment |
Finding Positions
Filter by source
When your portfolio has both kinds of positions, a filter above the table switches between All, Play Money, and External views. The summary numbers update to match what is on screen.
Search
Use the search bar to find positions by company name.
If your portfolio spans multiple pages, use the controls below the table to move between pages or show 5, 10, 25, or 50 positions at a time. Filters and search apply to your full portfolio, not only the page currently shown.
Clicking a Position
Click any row to open its detail page. Play Money investments open the full investment detail page with status, payment summary, documents, and timeline. Outside positions open their own detail page where you can update values, record exits, and manage documents.
If Insights pointed you here to fill missing fields, the table may already be filtered to positions missing an amount, date, instrument, stage, or industry.
Common Questions
Why do I see different numbers than expected? The summary only counts positions with known values. Cancelled or refunded Play Money investments are not included, and outside positions missing an amount or value are excluded rather than counted as zero. If you recently made an investment, it may take a moment for the totals to update.
What does "Reported" mean on a position? Reported positions are investments you made outside Play Money, added by hand or through an import. Their values come from you or your documents and are not verified by Play Money.
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? Open Tax Center in the sidebar, or go to Documents for the full file vault. See Tax Forms and K-1s.