Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know what each part of your Covercy One investor dashboard shows — including how to read figures for one investing entity and one currency at a time — and how 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.
Choose which investing entity you're viewing
If you invest through two or more investing entities, an Investing Entity selector appears just below the Welcome back title. Use it to view the whole dashboard for one entity at a time. If you invest through a single entity, the selector isn't shown — there's nothing to choose between.
Selecting an entity narrows these parts of the page to that entity:
- The Portfolio Overview figures and its cash flow chart.
- The My Investments grid — a holding appears when that entity holds at least one open position in it.
- The portfolio map, which plots only the holdings still in view.
- Action Required items, including capital calls and banking reminders.
- The activity shown in the Action Center.
Note
The selector opens on All Entities and isn't remembered — if you navigate away or refresh the page, it returns to All Entities. Your Opportunities are never filtered by it: that panel always lists every opportunity you've been invited to, whichever entity you're viewing.