Investment Firm 101
How do you set up your investors' user account?If one of your investors has asked how to invite other portfolio managers into the same account, please read the guide below!
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?You can set a specific currency for each portfolio in Ledgy. All performance numbers and KPIs will automatically be converted to this currency using the daily exchange rate.
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.