For your direct investments, you will generally have a portfolio on the crowdfunding site used, similar to what you might find on a standard brokerage platform.
We recommend using a digital spreadsheet (Excel, Google docs, etc.) to make note of your personal investments and login credentials for any crowdfunding platform you join. Many members use the notebook provided in the welcome kit for this purpose as well!
4 responses to “How can I keep track of my investments?”
I have tried to locate my portfolio on the crowdfunding site but cannot locate it.
Would you please be a little more specific?
Let me know what crowdfunding site you’re using, and I’ll do my best to provide further detail.
I am asking that question regarding
angels + entrepreneurs.
Thanks for your help Stephen B!
We recommend creating a spreadsheet to keep track of your investments. For example, you can put the name of the company, amount invested, date, and crowdfunding portal name to help you keep track. We’re working on incorporating a portfolio management tool into our site, but a spreadsheet should help in the meantime. Thanks!