The Dashboard is your go-to place for a high-level overview of everything currently happening on the platform. Here you can see a summary of your investment portfolio and the funds in your wallet, any recent investments you’ve made in companies currently fundraising, any ongoing transfer and voting processes as well as the latest updates posted by companies on the platform.
Whenever we have something important to tell you, be it a new investment offer, an event, or something we need you to do, you’ll see it at the top of the Dashboard on one of these cards.
Portfolio and wallet summaries
At the very top of your Dashboard are the Portfolio and Wallet summary panels.
The portfolio summary panel shows you an overview of the current state of your investments on Fundy. You can manage your investments from the Portfolio page.
The wallet summary panel shows the current balance in all currencies in your wallet. To add funds to your wallet and for a more detailed view of transactions, go to the Wallet page.
Investing in a company fundraising on Fundy is a multi-step process and the pending investments section on the Dashboard lets you keep an eye on the progress at any time as well as see whenever action is required.
When a company posts an update, it will appear in the Company updates section. Click “See all” to browse all earlier updates.
Companies can hold voting sessions on Fundy to give shareholders a voice on important decisions. You can see the voting sessions you are invited to participate in on your Dashboard during the active period.
Pending investor applications
Keep track of the status of your investor or company verifications.
Transfers in progress
See the status of your shares being transferred.