If you’re investing in startups across platforms like Wefunder, StartEngine, and Republic, keeping everything organized can quickly become overwhelming. That’s where the Kingscrowd Portfolio Tool comes in — a comprehensive, easy-to-use solution for tracking and managing your investments, no matter where they’re made.

Why Use the Kingscrowd Portfolio Tool?

Kingscrowd’s Portfolio Tool consolidates all your equity crowdfunding investments into one centralized dashboard. Built by investors for investors, this tool provides clear insights and powerful analytics to help you make smarter investing decisions.

Key Features

1. Centralized Investment Tracking
Track all your investments across platforms in one place — including investment amount, date, number of shares, and more.

2. Detailed Portfolio Analytics
Break down your portfolio by:

  • Regulation Type

  • Security Type

  • Industry

  • Social impact factors like women- and minority-led companies

You’ll also see your investment activity over time and allocation trends across sectors.

3. Search, Filter & Export
Search your portfolio by keyword, filter by year, and export your full investment data as a CSV file for tax time or personal records.

4. Deal Terms & Notes
Record early-bird terms, valuations, or custom investment notes to track your rationale and key deal details.

5. Exit & Failure Tracking
Track portfolio performance over time, including company exits, failures, and updated valuations. Inactive companies are flagged, so you’ll know when it’s time to investigate further.

6. Watchlist for Active Deals
Use the “Following” tab to monitor deals you’re considering. See how many days remain in the raise, current progress, and funding status — so you don’t miss out.

7. Capital Goal Tracking
Set personal investment goals and track how much capital you’ve deployed versus your target. See your remaining investable capital at a glance.

8. Real-Time Valuation Updates
Kingscrowd updates valuations based on new funding rounds. For instance, if your initial investment was at a $36M cap and the next round is at $39M, the tool automatically reflects the change.