{"id":1354,"date":"2016-08-10T00:00:00","date_gmt":"2016-08-10T00:00:00","guid":{"rendered":"http:\/\/www-staging.carta.com\/sg\/blog\/feature-update-personal-portfolio\/"},"modified":"2021-03-05T06:58:52","modified_gmt":"2021-03-05T06:58:52","slug":"feature-update-personal-portfolio","status":"publish","type":"post","link":"https:\/\/www-staging.carta.com\/sg\/blog\/feature-update-personal-portfolio\/","title":{"rendered":"Feature Update: Personal Portfolio"},"content":{"rendered":"\r\n<p><em>We just finished redesigning the Carta portfolio. We changed a few of the existing elements and added some new ones to make viewing your securities more intuitive. Here\u2019s what\u2019s new:<\/em><\/p>\r\n<p><strong>1. Filtering and searching<\/strong><\/p>\r\n<p>Now you can apply filters or search for individual securities within your portfolio. This is useful for institutional investors with large portfolios, as well as employees who have holdings in multiple companies. You will also notice that securities are now grouped by company, where before they were all displayed together.<\/p>\r\n<p><img title=\"\" src=\"https:\/\/www-staging.carta.com\/sg\/wp-content\/uploads\/sites\/9\/2016\/12\/1-yjhuLDSB5uEOAR53swjv_Q.png\" alt=\"Personal Portfolio\"><small class=\"caption\">Filter and search for securities in your portfolio.<\/small><\/p>\r\n<p id=\"2progressbarforvestedexercisedandremainingoptions\"><strong>2. Progress bar for vested, exercised, and remaining options<\/strong><\/p>\r\n<p>With the old portfolio, it was hard to distinguish between the number of options granted, exercised, and vested. Now all three quantities are displayed in a progress bar. Hovering over the bar will show the exact quantities.<\/p>\r\n<p id=\"3exercisebutton\"><strong>3. \u201cExercise\u201d button<\/strong><\/p>\r\n<p>We also added an \u201cExercise\u201d button on the ledger. This used to be nested under an \u201cActions\u201d button, which made it hard to find.<\/p>\r\n<p><img title=\"\" src=\"https:\/\/www-staging.carta.com\/sg\/wp-content\/uploads\/sites\/9\/2016\/12\/1-nSyT52d9Vau2g1d0kJfj6A.png\" alt=\"Personal Portfolio\"><small class=\"caption\">Progress bar for granted, vested and exercised shares, and a more visible \u201cExercise\u201d button.<\/small><\/p>\r\n<p id=\"4newdisplayfortotals\"><strong>4. New display for totals<\/strong><\/p>\r\n<p>We added a row at the bottom of the ledger to show the totals in each column. Totals show for individual companies and for your combined holdings.<\/p>\r\n<p id=\"5multiplecurrencies\"><strong>5. Multiple currencies<\/strong><\/p>\r\n<p>If you\u2019re an international holder and have securities in foreign currencies, we now display your cost to exercise in both USD and your local currency.<\/p>\r\n<p><img title=\"\" src=\"https:\/\/www-staging.carta.com\/sg\/wp-content\/uploads\/sites\/9\/2016\/12\/1-fJTmNUcqJrfPNOotbeqOTQ.png\" alt=\"Personal Portfolio\"><small class=\"caption\">New row displaying totals and multiple currencies.<\/small><\/p>\r\n<p><em>Thanks for checking out the updates to the Carta portfolio! Feel free to visit the <a href=\"https:\/\/app.carta.com\/profiles\/update?help=true\" target=\"_blank\" rel=\"noopener\">Carta Help Center<\/a> with any questions.<\/em><\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>We redesigned the Carta portfolio. We changed a few of the existing elements and added some new ones to make viewing your securities more intuitive.<\/p>\n","protected":false},"author":5,"featured_media":2951,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[23],"acf":[],"_links":{"self":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/1354"}],"collection":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/comments?post=1354"}],"version-history":[{"count":0,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/posts\/1354\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media\/2951"}],"wp:attachment":[{"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/media?parent=1354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/categories?post=1354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www-staging.carta.com\/sg\/wp-json\/wp\/v2\/tags?post=1354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}