What is a 'portfolio'?

### Getting to Your Portfolio Your Wefunder Portfolio is your hub for all things investment. Just log in to your account and head to your portfolio dashboard at wefunder.com/portfolio. Everything you need is in one place. ### What You Can Do There Once you''re in, you''ll see all your investments listed out. Here''s what''s available: - **Check Investment Status**: View where each investment stands and address your pending action items, if any - **See Investment Details**: Click into any investment to see specifics like share price and number of shares you own - **Download Contracts**: Grab your investment contracts anytime you need them - **Edit Your Investment**: If the Community Round is still active, you can adjust your investment directly from the dashboard ### Accessing Contracts for Past or Failed Investments If you need a subscription agreement or signed investment contract for a past or failed Wefunder investment, you can still obtain these documents via your portfolio: 1. Go to your Wefunder portfolio dashboard at wefunder.com/portfolio and locate the relevant investment. 2. Click anywhere on the investment row except directly on the company name; this will open a menu on the right side of the screen. 3. In the right-side menu, find and click the "download contracts" button. 4. This will allow you to download the subscription agreement or contract documents associated with that specific investment. ### Can't Find a Company You Invested In? All of your investments live at wefunder.com/portfolio. If a company isn't showing there, a couple of things could be going on: - **The investment was cancelled before it confirmed.** Check the **"Show canceled investments"** section on your portfolio page — it may be listed there. - **You have more than one account.** If your Portfolio looks empty, you may have signed up at some point with a different email address, which creates a separate account you'd need to log into. Reply and let us know any other email addresses you might have used, along with the company name, and we'll help locate any other accounts. ### Keep It Simple The Portfolio page is designed to be straightforward. It centralizes all your investment activity and important documents so you''re not hunting around for information.