Get a quick overview of your investments by sorting them the right way. Which products are more likely to get called? Which ones are at risk of capital loss? Easy.
By filling in the subscriptions detail of your investors, you'll be able to filter the portfolio to display only their products, their invested amounts and their latent values.
Generate PDF exports of your whole portfolio or a product, filter it by one of your investors and voilà! A file ready to be shared, with your logo and the only information your investor would need.
You've traded products elsewhere? We're not mad, you can import those products into your Feefty portfolio and keep track of all your investments in one place.