Tracking your portfolio
Follow your holdings, distributions, and portfolio performance.
- Follow a holding's progressRead the progress bars on each investment card to see how much of your commitment has been contributed, called, and returned to you as distributions.
- Review your cash flowOpen the Cash Flows page in your Covercy investor portal to see what you've contributed, what you've received in distributions, and any payment that's still due.
- See your fund portfolioView the underlying holdings a fund invests in from the Portfolio tab on a fund holding, including each holding's type, share classes, contributions, and committed amounts.
- Understand your investor dashboardGet oriented on your Covercy One investor dashboard — the portfolio map, cash flow chart, summary totals, your investments grouped by manager, and the recent activity feed.
- View your holdingsOpen a holding in your Covercy One investor portal to review your positions, your investing entity, financial metrics, and the bank account used for distributions.