Your portfolio at a glance

As an investor, you can profit a lot from Ledgy. Any of your portfolio companies that use the platform will be synchronized with your portfolio. See your key performance indicators of your investments at a glance, and visualize all of your data aggregated or filtered out.

Never lose track of how much you invested in which company and what’s the approximate value of your investments today.

And coming up soon… Reporting in the investor portfolio! Where you will be able to see all your shared information with your companies in one place.

Investment overview

The detailed investment table gives an overview of the metrics of your investments. Check out what’s your stake in the company, how many shares and options you own and how much you initially invested. Even convertibles, if they’re not converted yet, will appear here.
Each valuation update that the founders enter into their transaction history on Ledgy will be reflected in the current value of your shares and your return.

Share details

The transaction history will tell you exactly what happened to your ownership at what time. Keep track of when you bought or sold shares and at which price. See which options you are currently holding or how much interest is on your convertible and whether there was a cap or discount.

Transaction history

Adding investments: nice and smooth

Just as you land on your investor portfolio, adding an investment is as simple as clicking on the Add investment button and filling out the form. Once you finish, your portfolio will be immediately updated with new input values. It’s never been easier to keep track of all your investments in the same dashboard.

Add portfolio investment