Portfolio and reporting

Create an investor profile

Set up an individual or institutional investor identity.

Use the Investor View

Review portfolio companies, values, ownership, and available company information.

Change the portfolio display currency

Convert portfolio totals to one currency for easier comparison.

View your ownership history

Review the evolution of your shares, reserves, and ownership in a company.

View investment contracts

Open the contracts that support an investment and review their current position.

View company reports

Open reports published to your investor profile and review company updates.

View company documents

Access company files available to your investor profile.

Manage KPIs and investor reports

Create indicators, import data, and manage recurring reports.

Understand late reports and governance rating

Learn how report timeliness affects governance information.