Your Investor Dashboard gives you a view of your full investment portfolio, along with updates from the issuers you have invested in. This guide explains where to find this information.
Viewing your portfolio
- Log in to your STOKR account and go to your Investor Dashboard.
- Scroll to the "Overview", "Transactions", and "Distributions" tabs.
- "Overview" shows a summary of your holdings across all issuers you have invested in.
- "Transactions" lists your individual investment and payment records.
- "Distributions" shows any profit-share or revenue-share payments you have received.
Review these tabs regularly to keep track of your holdings and any payments due to you.
Staying updated on your investments
Issuers share updates with their investors through the STOKR platform. Check the offering page and your dashboard notifications for the latest announcements from issuers you have invested in.
If you have questions about your portfolio or a specific investment, submit a request.