Feature Update: Personal Portfolio

Feature Update: Personal Portfolio

Author: James Seely
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Read time:  1 minute
Published date:  August 10, 2016
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Updated date:  September 5, 2023
We redesigned the Carta portfolio. We changed a few of the existing elements and added some new ones to make viewing your securities more intuitive.

We just finished redesigning the Carta portfolio. We changed a few of the existing elements and added some new ones to make viewing your securities more intuitive. Here’s what’s new:

1. Filtering and searching

Now you can apply filters or search for individual securities within your portfolio. This is useful for institutional investors with large portfolios, as well as employees who have holdings in multiple companies. You will also notice that securities are now grouped by company, where before they were all displayed together.

Feature Update: Personal Portfolio | Carta

2. Progress bar for vested, exercised, and remaining options

With the old portfolio, it was hard to distinguish between the number of options granted, exercised, and vested. Now all three quantities are displayed in a progress bar. Hovering over the bar will show the exact quantities.

3. “Exercise” button

We also added an “Exercise” button on the ledger. This used to be nested under an “Actions” button, which made it hard to find.

Personal Portfolio

4. New display for totals

We added a row at the bottom of the ledger to show the totals in each column. Totals show for individual companies and for your combined holdings.

5. Multiple currencies

If you’re an international holder and have securities in foreign currencies, we now display your cost to exercise in both USD and your local currency.

Personal Portfolio

Thanks for checking out the updates to the Carta portfolio! Feel free to visit the Carta Help Center with any questions.