3. Adding investment updates
Investment/Performance Management

Investment/Performance Management

This page explains how to manage your investments and returns on QuotaBook.

🚩 Navigate to the fund’s page → [Investments / Returns]

  • From [Investments / Returns] tab, you can log and track portfolio investments, disinvestments and other related metrics.

Adding changes in portfolio’s equity

1. Click on  [⁝] button from the specific investment you wish to update and select [Manage Updates/Valuation].

2. Click on [Add Update History]  from the upper right of the ‘Update History’ table and select [Add Company History].

3. Select the type of change such as stock split or bonus issue and update necessary information.

(You must fill in required fields with * to save the updated information.)

Viewing changes in equity for investments made from multiple funds

1. If the portfolio company has been invested from multiple funds, you can also check changes in investment from other funds by ticking “Hide Updates by Other Transactions” to reveal transactions.

  • Inputs, updates or changes can only be made from the respective fund’s [Investment / Returns] tab.

2. Tick off the box if you’d like to hide any transaction information from other funds.

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