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 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; this will open a menu on the right side of the screen. 4. In the right-side menu, click the "download contracts" button. 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 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.