This article walks you through setting up monitoring on your portfolio.
Using our portfolio monitoring feature, Wiserfunding will refresh all SMEs within your portfolio on your defined frequency (monthly, quarterly, biannually, annually). This way, you will receive up-to-date reports on SMEs you wish to keep a close eye on.
You can select a start date, end date, and reporting frequency when you set up your portfolio.
You can also change these preferences by entering the portfolio and scrolling down to ‘Settings’
Here, you can also pause and activate the portfolio’s monitoring.
If you have any further questions or face any issues, please contact our support team.