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By the end of this guide you'll know what each part of your Covercy One investor dashboard shows and how to use it to move quickly to any of your investments.
Note
The dashboard is the home page of your investor portal. It reflects the investments you hold across every Investment Manager who has invited you. If a section looks empty, it usually means there's no data for it yet rather than a problem.
Portfolio map and cash flow chart
At the top of the dashboard, a portfolio map sits alongside a cash flow chart. The map plots the locations of the holdings you're invested in. Hover a marker to see the holding's name, location, Investment Manager, and your committed amount; click a marker to jump down to that manager's section. The cash flow chart on the right shows your contributions and distributions over time. On smaller screens the map and chart stack vertically, with the map on top.
Tip
Only holdings that have an address on file appear on the map. If some of your holdings aren't plotted, the map notes how many aren't mapped.
Summary totals
A row of summary cards gives you the headline figures for your whole portfolio:
- Total Committed — the total you've committed across all your investments.
- Total Contributed — the total capital you've actually contributed so far.