How To: Review Investments by Asset Class, Entity, or Sponsor

Go to the Performance section from the left navigation panel and select Investments.

Use the Group By options to organize your portfolio by:

• Asset Class (Real Estate, Private Equity, Equities, Crypto, etc.)

• Entity (LLCs, trusts, accounts)

• Sponsor (fund managers or operators)

This view helps you:

• Understand where your capital is allocated

• See exposure and performance by sponsor or structure

• Identify concentration or gaps across asset classes

🎯 This is an easy way to evaluate diversification and sponsor exposure across your entire portfolio.

👉 Tip: Combine this view with Returns Over Time to see how each group contributes to performance.