To view your current investments, click on "Portfolio" in navigation bar at the top of the page.
This will bring you to a view of all investments across all of your connected investor profiles. You have the ability to filter the portfolio view by any particular investor profile using the dropdown at the top right of the page. You can begin typing the profile name to filter available options in the dropdown. This is particularly helpful for RIA's managing investments on behalf of their clients.
Learn more about the statuses you see in your portfolio here.
You are also able to view the portfolio companies included in your investments through our Fund Activity view. Filter to view your investments or select "All Gridline Investments" to view companies included in funds available on the Gridline platform. Opportunities currently available for investing will be indicated with a green dot.