1. Help Center
  2. Investment firm management

How do I manage an investment vehicle vs. personal direct investments?

Ledgy allows you to manage more than one portfolio at a time. You can create a separate investment firm for your investment vehicles.

If it is your first invitation from a company

By default, every user has a personal portfolio, called “My Portfolio”, and the company is added there if it is the first invitation you are accepting. You can easily create an investment firm for your investment vehicle and move companies to it from your personal portfolio.

If you have already created the investment firm for your vehicle

When accepting invitations from your portfolio companies Ledgy will ask you if you want to add them to your personal portfolio or to one of your investment firms.