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.