Where to view your portfolio
Your Portfolio page is the central place to see all the assets you hold on EVIDENT, along with their current values and your overall position.
How to get there
Click Portfolio from the main navigation on any page. You'll see a list of every asset you currently hold, along with key metrics for each.
What you'll see
- The name of each asset and its category
- Number of units you hold
- Invested Value, Current Value, and P/L for each position
- Pending commitments and capital calls (if any)
- Distributions received over time
Drilling into a single asset
Click any asset in the list to open its detailed view, where you can see:
- Detailed transaction history specific to that asset
- Documents associated with the holding (including your Digital Ownership Certificate)
- Updates and events posted to the asset
- Data Room access (Tier 3) for investor-only documents