1. Checking portfolio company's equity data
Portfolio Management

Portfolio Management

This page explains how to manage your portfolio company's equity data on QuotaBook.

🚩 Navigate to the portfolio company’s page from the lists under [Portfolios] → [Securities Ownership]

  • From [Securities Ownership] tab, you check and track shares and equity issuance information of portfolio companies.

Checking portfolio company’s equity data

1. From the portfolio company’s page, click on  [Securities Ownership] tab.

2. You can check additional details from [Shares] and [Options] tab.

  • Portfolio company can grant and manage your access to its securities data.
  • Please reach out to the portfolio companies directly if you’d like access to their data.
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