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Investor Portal Guide - Where can I find a summary of my investments?
Investor Portal Guide - Where can I find a summary of my investments?

The Home dashboard has an overview of your investments

Joni Reeves avatar
Written by Joni Reeves
Updated over 3 years ago

When you log in to the Investor Portal, you are presented with the Home Dashboard. The top section of this page is a presentation of your sponsor's offerings. Below those deal cards, you will find a summary of your activity with this sponsor.

The information shown is:

  • The total amount contributed

  • The number of investments

  • The total of all distributions you have received

  • The return multiple

To see the detail, navigate to the Investments Dashboard.

=> From the Home Dashboard, click on Investments

=> Click on the name of the investment

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