By Support1 author7 articles
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.
How to invite collaborators to Investment Firms?Investment firms can add collaborators with different access levels
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.
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
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.
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.
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.