Investment firm management

Set up your investor dashboard and learn more about what you can do within it

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11 articles in this collection
Written by Support
Investment Firm 101

How to create a (new) investment firm (portfolio)?

Ledgy allows you to create different investment firms so you can organize and manage your investments however you want.
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Written by Support
Updated over a week ago

How to invite collaborators to Investment Firms?

Investment firms can add collaborators with different access levels
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Written by Support
Updated over a week ago

How do I add companies to an investment firm?

If you're managing a portfolio of companies and want to see them in the aggregated portfolio view, there are different ways to add them.
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Written by Support
Updated over a week ago

How to move a company/investment to a different investment firm (portfolio)?

To organize your investments Ledgy allows you to move companies between your personal portfolio and investment firms
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Written by Support
Updated over a week ago

How do I change the currency of my personal portfolio or investment firm?

Ledgy allows you to set a currency for each portfolio to which all performance numbers and KPIs are converted with the daily exchange rate.
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Written by Support
Updated over a week ago

How to mark companies as write-off, trade-sale or IPO, or add custom tags?

Companies in the investor portfolio can be marked as write-off, trade-sale or IPO, and also custom status tags can be created.
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Written by Support
Updated over a week ago

How do I manage an investment vehicle vs. personal direct investments?

Ledgy allows you to manage more than one portfolio at a time. You can create a separate investment firm for your investment vehicles.
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Written by Support
Updated over a week ago