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Secfi Portfolio

Secfi Portfolio

A portfolio tracker that doesn’t ignore your private equity

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Secfi Portfolio Secfi Portfolio Secfi Portfolio
Secfi Portfolio
About Details
Name: Secfi Portfolio
Submited By: Ayden Miller
Release Date 1 year ago
Website Visit Website
Category Fintech Investing Personal Finance

Secfi’s Portfolio is the all-in-one equity tracker, seamlessly integrating with Carta and Plaid. Gain clear insights into your private equity's value using funding rounds data, while keeping an eye on your holistic portfolio.

Esteban Kilback

Ah, when you said doesnt ignore your private equity I thought you mean that it was looking at private equity investments, hedge fund investments, and other non traded assets. Does it do that?

11 months ago

Fidel Davis

Comment Deleted

1 year ago

Wiley Lubowitz

@meganyates : Congrats on the launch team, the product looks amazing.

1 year ago

Enrico Wiza

Can it track real estate and how would it track the potential value of those real estate properties? Maybe use Zillow's API or something?

1 year ago

Conner Gislason

Love that I can import all my accounts through Plaid and my company equity through Carta to track all my assets. Well done Secfi team ✨

1 year ago

Wiley Lubowitz

Congrats team!! 🔥

1 year ago

Korey Hammes

Amazing product, well done guys! Really cool to have one place for both startup equity and all other assets as well. Design looks fantastic as well 🤩

1 year ago

Hazel Altenwerth

@meganyates, a big well done for launching Secfi Portfolio - a portfolio tracker that pays attention to your private equity. It's a smart piece of work and sure to make a big impact. Keep up the great work!

1 year ago