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’ you can do: - **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 by following these steps: 1. Log in to your account and go to your portfolio dashboard at wefunder.com/portfolio. 2. Locate the investment you want to check. 3. Click anywhere on the investment row except directly on the company name; clicking the company name opens the public campaign page, which shows generic contract templates. 3. Clicking elsewhere on the investment row opens a detail panel on the right side of your screen. 44. In this right-side detail panel, click the "Download contracts" button. 5 This allows you to open or save the executed signed investment contract or subscription agreement PDF. **Note:** If you only see generic contract templates, you are likely viewing the company campaign page instead of your portfolio detail panel. Make sure to click outside the company name on the investment row to access your executed contracts. ### Can't Find a Company You Invested In? All your investments live at wefunder.com/portfolio. If a company isn’t showing there, a couple of things might be happening: - **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 with a different email address, creating a separate account you need to log into. Reply with any other email addresses you might have used and 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.