Private equity and angel tracking puts investments that no brokerage reports, like a startup stake or an LP fund, into your net worth.
In PortfolioPilot you add each one with its type and your estimated current value. On Pro you can add details such as fees, carry and capital calls to model distributions and cash flow. Basic tracking is included in the Free plan.
Illustrative holdings. Switch to PE details to see the Pro fields.
Illustrative private equity holdings entered by hand, a startup investment, company equity and an LP fund, plus the Pro details used to model fees, carry and capital calls.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
In Track, then Net worth, choose the Private equity tile.
Company equity, startup investment, a venture or PE fund, private credit and more.
Add your estimated current value, and update it when you get a new mark.
The types listed in the Private equity form.
Angel investments, SAFEs and convertible notes.
Venture and private equity funds where you are a limited partner.
Shares or options as an employee or founder, with vesting and strike price on Pro.
Management fee, carry, investment year and capital calls to model cash flow.
Add startups, funds and company equity to your net worth. Basic tracking is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
In Net worth, choose Private equity, pick the type and enter the value. Read more in the Help Center →
No. It is the value you enter. You can update it whenever you get a new mark. Read more in the Help Center →
Holdings entered as private investments are labelled that way. Read more in the Help Center →
Fees, carry, investment year, distributions and capital calls, used to model cash flow. They are part of Pro.
Adding private investments is free. PE details are part of the Pro plan.
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