# Angel Portfolio Tracker and Investment Dashboard

> Track startups, SPVs, funds, and entities in one live portfolio dashboard. See total value, returns, and every position at a glance. Start a free trial.

URL: https://raziel.co/platform/portfolio-dashboard

Portfolio Dashboard

# Your whole private portfolio, *in one live dashboard*

Startups, SPVs, funds, and entities roll up into one number you can trust. See what every position is worth, how it got there, and what changed this week.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

One number

## See your total, then drill into anything

Raziel adds up every holding into a single portfolio value with its change over time. Switch between one month, year to date, one year, three years, or all time and the chart and returns follow.

- Totals by companies, funds and SPVs, and entities
- Performance chart over any time range
- Every figure links back to the position behind it

Every holding

## A clean list of everything you own

Your assets list shows each company, fund, SPV, and entity with its current value and return, sorted by what matters most. Filter by type or search across companies, people, and news.

- Sort by value, return, or date
- Filter companies, funds and SPVs, or entities
- Search across holdings, contacts, and news

On the web

## The whole dashboard, on one screen

Open Raziel in your browser to see total value, returns, top holdings, and value by type side by side. The same portfolio is in the mobile app.

### At a glance

**Time ranges, from one month to all time**

5

**Return metrics: MOIC, IRR, TVPI, and DPI**

4

**Free trial on the Investor plan**

14 days

**A month for up to 30 companies**

$49

Company detail

## Open any company and see the full story

Each company has its own page with what you invested, what it is worth today, the price per share over time, your fully diluted ownership, and the news that moved it.

- Invested, estimated value, and return since entry
- Price per share history from recorded rounds
- MOIC, IRR, and ownership for the position

[See valuations and returns](https://raziel.co/platform/valuations-and-returns)

Funds and SPVs

## LP positions next to your direct deals

Track commitments, capital called, NAV, and distributions for every fund and SPV in the same view as the companies you hold directly, so your exposure is never split across spreadsheets.

- Commitment, called, and unfunded capital
- TVPI, DPI, and net IRR per vehicle
- Capital calls and distributions recorded as cash flows

[Explore SPVs and funds](https://raziel.co/products/spv-funds)

How it works

## From scattered paperwork to one dashboard

1. 01
  ### Add your holdings
  Enter a position in a few fields, or forward a statement or SAFE and let Raziel pull out the terms.
2. 02
  ### Record what changes
  Log new rounds, capital calls, and distributions as they happen. Raziel re-marks your positions for you.
3. 03
  ### Read the portfolio
  Your total, returns, and every position stay current in one view on the web and on iOS.

Included

## Built for how private investors actually hold assets

- ### Startups
  SAFEs, notes, priced rounds, and secondaries with current marks.
- ### Funds and SPVs
  Commitments, calls, distributions, and NAV per vehicle.
- ### Entities
  Holdings owned through LLCs, trusts, and holding companies.
- ### Returns
  MOIC, IRR, TVPI, and DPI calculated from your cash flows.
- ### News and alerts
  Rounds and headlines on your companies, tied to the position.
- ### Real estate and cryptoComing soon
  Properties, wallets, and brokerage accounts in the same view.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [Valuations & Returns MOIC, IRR, and TVPI from your real cash flows. Learn more](https://raziel.co/platform/valuations-and-returns)
- [AI Document Import Forward a statement and let Raziel file it. Learn more](https://raziel.co/platform/document-import)
- [Entities & Vehicles Holdings across LLCs, trusts, and personal accounts. Learn more](https://raziel.co/platform/entities)

## Frequently asked questions

Common questions about Portfolio Dashboard in Raziel.

### What can I track in the portfolio dashboard?

Startups (SAFEs, convertible notes, priced equity, and secondaries), SPVs and funds, and holdings owned through entities. Real estate, crypto, and public equities tracking are coming soon.

### How is my portfolio value calculated?

Each position is valued at its latest recorded mark, such as the price per share from the most recent round or a fund NAV. Raziel adds them up and calculates returns from the cash flows you have recorded.

### Do I have to enter everything by hand?

No. You can add positions manually in a few fields, or forward statements and documents and let Raziel’s AI import them for you. AI features are optional.

### How much does it cost?

The Investor plan starts with a 14-day free trial, then costs $49 a month for up to 30 companies and $199 a month after that.

Portfolio Dashboard

## See your whole portfolio in one place

Start free and bring every private position, valuation, and update into one live dashboard.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)