Accessing your portfolio

## Accessing Your Portfolio on Wefunder Your Wefunder portfolio is where you manage and track all your investments. Here's what you need to know. ## How to Get to Your Portfolio **From the Wefunder homepage:** 1. Log into your account 2. Click "Portfolio" from the menu on the left-hand side of the page 3. You'll see all your investments **Direct link:** Visit `wefunder.com/portfolio` anytime to jump straight to your portfolio. ## What's in Your Portfolio **Your investments list** - See all the companies you've invested in, how much you put in, and when you invested. **Investment status** - Check if each investment is active, pending, or closed. **Company updates** - See the latest news and milestones from companies you've invested in. **Investment details** - Click on any investment to dig deeper into the specifics and any company announcements. ## Managing Your Investments Your portfolio shows your total invested amount across all companies and how many active stakes you have. You can track milestones, see important dates, and receive notifications about updates. ## Viewing Company Updates Companies post regular updates about their progress and important announcements. You'll see all of these in your portfolio so you stay informed about how your investments are doing. ## Your Account Settings From your portfolio area, you can: - Update your profile information - Manage notification preferences - Change account settings - Download investment documents ## Finding What You Need **Can't locate an investment?** Search your portfolio using the company name or dig through your investment history. **Looking for investment documents?** All your important confirmations and statements are available in your portfolio area. Download what you need. **Questions about a specific company?** Click on the investment to see details and any company-specific announcements. **Having technical trouble?** Reach out to support@wefunder.com. We're here to help. ## Tips for Getting the Most Out of Your Portfolio - Check in regularly (weekly or monthly is good) to stay updated on company progress - Enable notifications so you don't miss important updates from companies you've invested in - Read company updates to understand how your investments are performing - Keep your documents safe in your portfolio - it's the central place for all your investment records Your portfolio is designed to keep you in the loop and in control of your investments.