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

As an investor, you will get invited to companies you have invested in by the owner(s) of the company’s Ledgy account.

The KPI dashboard in an investor's portfolio shows the basic KPIs of all the portfolio companies and their change to the last month.

The portfolio performance dashboard gives investors an at-a-glance overview of the key portfolio numbers.

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

Ledgy allows you to create different investment firms so you can organize and manage your investments however you want.

Investment firms can add collaborators with different access levels

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.

To organize your investments Ledgy allows you to move companies between your personal portfolio and investment firms

Ledgy allows you to set a currency for each portfolio to which all performance numbers and KPIs are converted with the daily exchange rate.

Companies in the investor portfolio can be marked as write-off, trade-sale or IPO, and also custom status tags can be created.

Ledgy allows you to manage more than one portfolio at a time. You can create a separate investment firm for your investment vehicles.