For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

Stock splits, IPOs & how your portfolio value updates

The value shown next to an investment in your Portfolio is an estimate of what it may be worth — not a cash-out value or a price you can sell at. Here's what changes that number. ## What updates your value Wefunder updates an investment's estimated value after meaningful events: a new priced round, the company going public (IPO) and its shares being priced, or a stock split. For the method, see "How we calculate portfolio value." ## How a stock split shows up In a split, your share count and price per share change proportionally — for example, a 5-for-1 split multiplies your shares by 5 and divides the per-share price by 5. The split itself doesn't change your total value; it just changes how it's expressed. ## After an IPO We can update the estimate using the public share price, but the number shown is still an estimate — lockups, the specific security you hold, and how your position converts all affect what it's ultimately worth. ## Looks different than you expect? Estimates move as new information arrives and may not match a headline valuation elsewhere. If a value looks wrong, email updates@wefunder.com with the company name.