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How to access and manage all your investment portfolios

Do you have multiple investments and are looking for a way to manage them all in one place?

That’s why we’ve launched the new “Portfolio” feature. Now, you can easily access and manage all your investments on SeedLegals from multiple companies, making it easier to see the value of your investments.

You can see your investments portfolio by heading to the “Portfolio” section of the left hand side of the navigation panel.

💡You can also add more investments you made through SeedLegals to your portfolio by clicking on “+ Add Investment”.

Please follow these simple steps to add investments to your portfolio:

Step 1: Go to the “Portfolio” section on the left hand side of the navigation panel.

To add investments to your portfolio, go to the “Portfolio” section of the navigation panel, and click “+ Add Investment”

 

Step 3: Upload Investment Documents

You can upload investment documents by clicking on overview > upload documents.


Next, start to enter the details of the investment such as the investment amount, date of investment, scheme, number of shares and share class. You can do this by clicking “+ Add Investment” directly below the Equity Round > enter the details of the investment > confirm.

 

 

💡You can also add a new share class by clicking on “+Add new share class” > done.

 

 

💡You can also edit this investment by clicking the pencil icon next to the investment > enter the details > done.

 

What if you want to add investment information from scratch? We got you covered!

You can do this by clicking the “+ Add Investment” button > Blank Investment > Start from blank.

 

 

Next, enter the details of the investment such as investment amount, date of investment, type of investment, then click “provide more details” to enter the scheme, number of shares and share class > confirm.

 

Once you are done, click “add investment”.

 


💡You can also delete an investment by clicking the three dots next to the investment details > delete.

 

💡A membership subscription is needed to access this feature. Feel free to schedule a call with a member of the team here.

If you have any further questions, please feel free to reach out to our team by clicking the chat icon at the bottom right corner of the screen- we’ll be happy to help!