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How to invite collaborators to My portfolio?
How to invite collaborators to My portfolio?

My portfolio is where you see your personal stake in your companies

Support Team avatar
Written by Support Team
Updated over a week ago

The personal portfolio doesn't allow adding collaborators.

If you're a representative of an investment firm or investor pool, you can easily create an investment and move the investments from your personal portfolio there.

This unlocks professional investor features like collaborators.

Part 1: Setting up the investment firm

  1. On the left sidebar, click on Home

  2. Then, again on the left sidebar, click Performance

  3. Here you will see the companies you have your stake. Hover over the right side of the row with the company and click on the 3 dots.

  4. Click on "Move investment" and select the previously created firm.

  5. Repeat for all companies you would like to move to the investment firm

Part 2: Inviting collaborators

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