The Seedrs product and engineering teams are always looking for new ways to improve the experience on Seedrs for both investors and entrepreneurs, and our latest product update does exactly that.
We believe that a great portfolio experience should provide you with an up-to-date snapshot of investments you have made, the current tax status and all the relevant information such as share certificates and tax statements. Therefore, we have been working behind the scenes on improving the overall experience of managing your portfolio.
Here is a snapshot of what’s new and improved:
Portfolio summary
You can now quickly analyse and view a visual breakdown of your portfolio by allocation, state, sector and country. Brought to life visually through an interactive graph.
Investments grouped by business
All your investments are now grouped under the one business, making it even easier to track your investment by fundraising round.
Share certificates
All of your share certificates from investments are now available to download directly from your portfolio in PDF format.
Tax certificate status
You can now easily check the status of your tax certificates from the investments you have made.
Tax Statements
All of your relevant investment tax information is now easily available to download, helping you complete your annual returns.
This is just one of many product advances we are currently working on, so keep an eye out on the platform for new updates. If you have any questions or feedback regarding the new portfolio area, please get in touch.
