How to change the status

Simply go to the performance dashboard, look for the company, click the three dots on the right-hand side, and select Change status.

You can select the following status tags:

  • IPO

  • Trade-sale (= Exit)

  • Write-off

  • Custom: By typing in the input field and then pressing enter, you can create your own status tags.


Effects of status tags on the portfolio

  • Write-off: The current value of the remaining shares owned is set to 0. This affects your portfolio performance, by lowering the multiple and current value. Written-off companies are sorted to the bottom automatically.

  • IPO/trade-sale: They are sorted to the bottom. The performance of the dashboard is not influenced.

  • Custom: They are marked with your tag, but it has no additional effect.

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