For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Wefunder
Help center
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
### 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.
