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Your Portfolio at a Glance

At Percent, we believe data access and transparency are vital to investors’ financial wellbeing. While we expand our offerings and streamline our investment process, we also realize investors’ needs for greater insights into their past and present transactions on Percent.

Investors can now access a more detailed and personalized portfolio page. This new page gives you a comprehensive look into your private credit portfolio, helping you understand your investments and activity.

How to Read Your Portfolio Page

The new Portfolio page is composed of five sections, each providing insight into your investment activity.

Total Portfolio Value: View the breakdown of cash vs invested principal in your portfolio. Click the tooltip to view your investable and withdrawable balance.

Interest Received: See the total amount of interest received from your investments – year-to-date and all-time.

Weighted Average APY: Get your total weighted average APY for all of your outstanding investments. This number excludes any variable rate investments.

Portfolio Composition: Get a bird’s-eye graphical view of the asset classes in your Percent portfolio. See the makeup of your portfolio between consumer loans, corporate loans, and other asset classes you invested in. You can also use the filter to breakdown your portfolio by financing type, geography, seniority, rate, term, deal, and borrower.

Historical Portfolio Value: See your historical portfolio value over time. Filter by time, and hover over the chart to see your portfolio value on each day, as well as any additions/withdrawals to your account.

Investments: Get a more detailed view of your investments, including initial investment amount, current principal outstanding, and total interest received. You can also filter, sort, and quickly access deal details, borrower overview, and surveillance reports for each investment.

To see your expanded portfolio page, click the button below to login and get started.

Have thoughts about our new portfolio page? We’d love your feedback.

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