Investment firm management
Set up your investor dashboard and learn more about what you can do within it
By Support1 author11 articles
How to create a (new) investment firm (portfolio)?
How to invite collaborators to Investment Firms?
How do I add companies to an investment firm?
How to move a company/investment to a different investment firm (portfolio)?
How do I change the currency of my personal portfolio or investment firm?
How to mark companies as write-off, trade-sale or IPO, or add custom tags?
How do I manage an investment vehicle vs. personal direct investments?