A Portfolio Tracker board helps to track the activities of your portfolio companies. Using this board, you can get updates on new companies, funding rounds, acquisitions, news, & soonicorn movements in your portfolio.
How to Access Portfolio Management
Navigate to the Left Navigation Panel on your Tracxn dashboard.
Click on the Tools section (represented by a wrench icon 🔧).
Under Tools, select Portfolio Management.
💡 Tip: If you frequently use this feature, consider pinning it to your Quick Access section for faster access.
You can learn more about the Portfolio tracker from the "About" section.
You can click here to set up a Portfolio.
