> For the complete documentation index, see [llms.txt](https://portf-1.gitbook.io/portf-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf-1.gitbook.io/portf-docs/user-guide/investment-details.md).

# Investment Details

Get a full view of each portfolio investment, including performance, transactions, and forecasts.

The Investment Details feature provides a centralised dashboard to:

* Track key metrics such as **IRR**, **TVPI**, and **Multiples**
* Monitor **cash income** and **drawdowns**
* Review **investment timelines** and **forecasted events**
* Access **ledger entries** and **audit logs**

These insights support informed decision-making and accurate investor reporting.

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### Investment Details Dashboard Overview

{% @arcade/embed flowId="oiLBeLCx0MQKYZYch3tY" url="<https://app.arcade.software/share/oiLBeLCx0MQKYZYch3tY>" %}

{% hint style="info" %}
Filter by date in the top right to view specific investments.
{% endhint %}

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## Adding Financing Events

You can record a variety of financing events in PortF to reflect how capital flows into your portfolio companies. These events include equity investments, loans, convertible loans, grants, and guarantees.

#### Adding an Equity <a href="#id-1.-equity" id="id-1.-equity"></a>

Learn how to log an equity investment, including entering the **investment amount, ownership percentage, and date of transaction**. This is typically used when your fund purchases shares in a portfolio company.

{% @arcade/embed flowId="Rc9IR4gjghQrKZUYKtvK" url="<https://app.arcade.software/share/Rc9IR4gjghQrKZUYKtvK>" %}

{% hint style="info" %}
The equity financing event will now appear in the **Investment Details Dashboard** under the timeline and performance metrics
{% endhint %}

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Additional topics and useful tip within Investment Details

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Reconcile Transactions</strong></td><td><a href="https://app.arcade.software/share/PczyKGRC9WZo2hKaWmnF">https://app.arcade.software/share/PczyKGRC9WZo2hKaWmnF</a></td><td><a href="https://3922516207-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYtw1TCVZd5tnnHLtjGM2%2Fuploads%2FNTlNL5Sw0jx10dCM39Ei%2FScreenshot%202026-03-25%20at%2016.37.34.png?alt=media&amp;token=a5b15343-c6b4-4cdd-8341-4d340f1a14de">Screenshot 2026-03-25 at 16.37.34.png</a></td></tr><tr><td><strong>Repayments</strong><br></td><td><a href="https://app.arcade.software/share/nNh9Pkak0MDJhKZrA4K0">https://app.arcade.software/share/nNh9Pkak0MDJhKZrA4K0</a></td><td><a href="https://3922516207-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYtw1TCVZd5tnnHLtjGM2%2Fuploads%2FSPaFhhsp0iYHGJbMWViL%2FScreenshot%202026-03-25%20at%2016.38.36.png?alt=media&amp;token=bf39b01b-cb91-4783-b37c-4ff2ab02c44b">Screenshot 2026-03-25 at 16.38.36.png</a></td></tr></tbody></table>

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Last updated 1 month ago