Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know what each panel on your Covercy One GP dashboard shows and how to use it to jump to the work that needs your attention.
The dashboard is the landing page for your GP workspace. What you see reflects the holdings, banking, and activity for the GP entity you're currently signed in to. If a panel looks empty, it usually means there's no data for it yet rather than a problem.
Talk to our team (opens in a new tab)Assets Under Management (AuM)
The Assets Under Management (AuM) summary gives you a single headline figure for the value you manage. It combines the total equity across your holdings with your total banking balance, shown in your default currency. If some holdings don't yet have equity configured, a warning badge appears next to the figure — hover it to see which holdings are missing equity so you can fill in the gaps.
Contributions vs. Distributions
This panel compares three figures as horizontal bars — total Contributions, total Distributions, and your Total Banking Balance — so you can see them relative to one another at a glance. By default it shows your active holdings. Use the toggle to switch to All holdings when you want completed holdings included in the totals.
Holdings map
- Each marker is a holding that has an address on file. Nearby holdings group into a cluster you can expand.
- Hover or select a marker to see the holding's name.
- Click a marker to open that holding's detail page.
- Holdings without an address aren't plotted; the map notes how many aren't mapped so you can add their addresses if you want them to appear.