> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocenti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Investment Summary and Portfolio Overview

> The Centi Investor Portal home page shows a summary of your equity investments including current holdings, valuations, and ownership percentages.

If you have investments already, the investment summary is the first thing you see when you sign in to the Centi Investor Portal. It gives you a consolidated view of every equity position you hold across the organisation, so you always know the current state of your investments without having to request a report.

## What the investment summary shows

Each organisation you invest through has its own summary card. Within that card, your holdings are broken down first by company and then by security — so if you for instance hold both ordinary shares and options in the same company, they appear as separate line items.

For each security position the summary displays:

| Field               | Description                                                                     |
| ------------------- | ------------------------------------------------------------------------------- |
| **Security name**   | The display name of the security (e.g. "Series A Ordinary Shares")              |
| **Security type**   | Share, Option, or Convertible                                                   |
| **Invested**        | The total amount you paid for this position, in the fund's currency             |
| **Current value**   | The latest published valuation of your holding (see below)                      |
| **Number of units** | Total quantity held (shares, options, or convertible units)                     |
| **Vested**          | For option grants with a vesting schedule, the number of units currently vested |

At the top of each organisation card you can also see the aggregate **Total investment** and **Current value** across all your positions in that organisation.

### Projected values

When your Centi administrator publishes exit scenario valuations (for example a base-case or upside-case exit model), these appear in a **Projected value** section below the main totals.

## How valuations are reflected

Current values are only shown when your Centi administrator has published a formal valuation event for the relevant securities. Centi does not calculate or estimate values independently — it reflects exactly what the administrator has approved and made visible to investors.

<Note>
  If the **Current value** column is empty, it means your Centi administrator has not yet published a valuation for that security. This is normal for early-stage holdings or positions that have not been formally revalued.
</Note>

Valuations may carry a disclaimer set by the Centi administrator — for example noting the basis of the valuation or caveats about future performance. Where a disclaimer exists, an info icon appears next to **Current value**. Hover over or tap the icon to read the disclaimer.

## Navigating between positions

If you hold securities across more than company within the same organisation, each company appears as a separate grouped section within the organisation card. Click any security row to open a detail panel on the right-hand side of the screen.

The detail panel shows:

* The name of the company you are invested in
* The security name and type
* A breakdown by shareholder (your personal holding vs any holding vehicle you invest through)
* Invested amount, current value, quantity, and vested units for each shareholder row
* Any projected exit values associated with that security