In the fund overview, all of your funds for the current active year are gathered.

From this view, you can add new funds and get an overview of all current funds and companies connected to them. You can also drill down into specific fund information and further down on company levels. 

Add new funds

You can add new funds by clicking "New Fund". 

How to edit an existing Fund

By clicking on a fund from your list, you will see specific information about that fund. From this view, you will also be able to edit the following fund information.

• Name of the fund
  
• Fund ID
  
• Fund manager
  
• Strategy
  
• Tags

Getting started with Fund structure

If you wish to add Funds to your account contact your dedicated team at Position Green for further information.