Portfolio Company

List View

The default view of the portfolio company window is the List view.  The following details pertaining to deals are visible in List View:

  • Portfolio Code
  • Name of Portfolio Company
  • Initial Investment Date
  • Sector
  • Investment Currency
  • Publicly Listed
  • Deal Type 

An AIF user can perform the following actions in list view:-

1. Edit the portfolio information.


    2. Searching portfolio information

    • Search: Click on Search icon to search a specific portfolio.
    • Advanced Search: Click on Advanced Search icon to search a specific portfolio using advanced search options.

    3. To filter the portfolio based on certain parameters, click on the Filter icon and define the custom view.