How do I record my investments in funds?

Seraf enables individual investors to record and track investments in funds or what we refer to as investment funds. You can record the fund name, type of fund, industry focus, size, description, key contacts, and more. You can also record your Capital Commitments, Capital Calls and Distributions of Cash and/or Stock, which will be incorporated into your overall investment portfolio as well as the Portfolio Analysis tables and charts.

Learn how to add an investment fund
Learn how to add an investment fund transaction.

 

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