Companies in the investor portfolio can be marked as write-off, trade-sale or IPO, and also custom status tags can be created.
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How to change the status
Simply go to the performance dashboard, look for the company, click the three dots on the right-hand side, and select Change status.
You can select the following status tags:
- Trade-sale (= Exit)
- Custom: By typing in the input field and then pressing enter, you can create your own status tags.
Effects of status tags on the portfolio
- Write-off: The current value of the remaining shares owned is set to 0. This affects your portfolio performance, by lowering the multiple and current value. Written-off companies are sorted to the bottom automatically.
- IPO/trade-sale: They are sorted to the bottom. The performance of the dashboard is not influenced.
- Custom: They are marked with your tag, but it has no additional effect.