Investment Portfolio

Track your investments and portfolio performance

+26.0%

$2.1M

Total Portfolio Value

+26.0%

$0.3M

Total Returns

+26.0%

15.1%

Average Return Rate

+2

6

Active Investments

+1

2

Pending Deals

Investment Filter

Portfolio Distribution

Portfolio allocation chart

Interactive chart coming soon

Return Performance

Return performance chart

Interactive chart coming soon

Investment Details

InvestmentTypeRevenueAmountReturnsReturn RateDurationStatusActions
N
Top Performer
Restaurant$98K$99K+$10K+9.8%8 monthsGreen
G
Top Performer
Technology$448K$451K+$110K+24.3%12 monthsGreen
P
Top Performer
Restaurant$249K$250K+$6K+2.3%6 monthsYellow
Top Performer
Restaurant$199K$199K+$29K+14.7%5 monthsGreen
B
Top Performer
Healthcare$813K$799K+$120K+15%10 monthsGreen
B
Top Performer
Technology$59K$59K+$6K+9.6%3 monthsGreen