---
title: Functionalities | Support Center
description: Explore Rundit functionalities for Investors.
---

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1. [Support Center](https://support.rundit.com/)
2. [Functionalities](https://support.rundit.com/functionalities)

# Functionalities

 Explore Rundit functionalities for Investors.

## Portfolio monitoring

- [How to delete a company from your portfolio?](https://support.rundit.com/how-to-delete-a-company-from-your-portfolio)
- [How to compare portfolio companies’ performance?](https://support.rundit.com/how-to-alanyze-portfolio-companies-performance)

## Investment data

- [How does Rundit generate investment metrics?](https://support.rundit.com/how-does-rundit-generate-investment-metrics)
- [How to add an equity investment?](https://support.rundit.com/how-to-add-an-equity-investment)
- [How to add and convert a convertible note?](https://support.rundit.com/how-to-add-and-convert-a-convertible-note)
- [How to add investments to a portfolio company?](https://support.rundit.com/how-to-add-investments-to-a-portfolio-company)
- [How to add co-investors to a funding round?](https://support.rundit.com/how-to-add-co-investors-to-a-funding-round)
- [How to add cross-fund investments?](https://support.rundit.com/how-to-add-cross-fund-investments)
- [How to add realization?](https://support.rundit.com/how-to-add-realization)
- [How to update your ownership, fair value or company valuation](https://support.rundit.com/how-to-update-your-ownership-fair-value-or-company-valuation)
- [How to use other investment instrument?](https://support.rundit.com/how-to-use-other-investment-instrument)
- [How to edit valuation updates and funding round details?](https://support.rundit.com/how-to-edit-valuation-updates-and-funding-round-details)
- [How to add a SAFE investment?](https://support.rundit.com/how-to-add-a-safe-investment)
- [How can I edit investment transactions](https://support.rundit.com/how-can-i-edit-investment-transactions)

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## Investments Overview Dashboards

- [Investments Overview Dashboards](https://support.rundit.com/investments-overview-dashboards)
- [Return Analytics views](https://support.rundit.com/return-analytics)

## Export data

- [How can I export all data?](https://support.rundit.com/how-can-i-export-company-metrics-data)
- [Export Company information](https://support.rundit.com/export-company-information)
- [How can I export Investment data?](https://support.rundit.com/how-can-i-export-investment-data)
- [How can I export fund holdings data?](https://support.rundit.com/how-can-i-export-fund-holdings-data)
- [How to export company Tear Sheet?](https://support.rundit.com/how-to-export-lp-report)
- [The content of Company Tear Sheet](https://support.rundit.com/the-content-of-lp-report)
- [How to export portfolio company metric timeline chart?](https://support.rundit.com/how-to-export-portfolio-companys-chart)
- [How to export portfolio company metrics](https://support.rundit.com/how-to-export-portfolio-company-metrics)
- [Export Fund Performance and Portfolio summary data](https://support.rundit.com/export-fund-performance)
- [How to export investment timeline chart](https://support.rundit.com/how-to-export-investments-timeline-chart)

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## Company profile

- [Subscribe to company news feed](https://support.rundit.com/subscribe-to-company-news-feed)
- [Add values to companies' metric tables manually/ with Google Sheet integration](https://support.rundit.com/add-values-to-the-company-metrics-table)
- [Open portfolio company profile](https://support.rundit.com/summary)
- [How to track portfolio company metrics?](https://support.rundit.com/how-to-track-portfolio-company-metrics)
- [How to delete a metric row from a company's metrics table?](https://support.rundit.com/how-to-delete-a-metric-row-from-a-companys-metrics-table)
- [Where can I find the files shared by a portfolio company?](https://support.rundit.com/where-can-i-find-the-files-shared-by-a-portfolio-company)
- [Where can I see all transactions of a specific portfolio company?](https://support.rundit.com/where-can-i-see-all-transactions-of-a-specific-portfolio-company)
- [Where to find the summary of a specific company’s performance?](https://support.rundit.com/where-to-find-the-summary-of-a-specific-companys-performance)
- [Where can I see investment returns of a specific portfolio company?](https://support.rundit.com/where-can-i-see-investment-returns-of-a-specific-portfolio-company)
- [How to create charts for portfolio company metrics?](https://support.rundit.com/how-to-create-or-add-a-companys-chart)
- [How can I rename a portfolio company?](https://support.rundit.com/how-can-i-rename-a-portfolio-company)

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## Comments

- [How to comment on portfolio performance and share the comment with my internal team?](https://support.rundit.com/how-to-comment-on-portfolio-performance-and-share-the-comment-with-my-internal-team)
- [How to comment on company reports?](https://support.rundit.com/how-to-comment-on-company-reports)

## Company reports

- [Where to find all company reports?](https://support.rundit.com/where-to-find-all-company-reports)

## Portfolio activity

- [How to view portfolio companies’ and my team’s activities on the platform?](https://support.rundit.com/how-to-view-portfolio-companies-and-my-teams-activities-on-the-platform)

## Global fund and currency selector

- [How can I set a display currency and a display fund?](https://support.rundit.com/how-can-i-set-a-display-currency-and-a-display-fund)

## Capital allocation

- [Capital Allocation - Where is each data point being pulled from and how to update the data?](https://support.rundit.com/where-is-each-data-point-being-pulled-from-and-how-to-update-the-data)
- [What are the diversity highlight dashboards?](https://support.rundit.com/what-are-the-diversity-highlight-dashboards)

## Company custom ID

- [How to add a custom ID for a portfolio company?](https://support.rundit.com/how-to-add-a-custom-id-for-a-portfolio-company)

## Industry

- [How to add industries/sectors to portfolio companies?](https://support.rundit.com/how-to-add-industry-sector-to-portfolio-company)

## Labels

- [How to add a labels to portfolio companies?](https://support.rundit.com/how-to-add-label-to-portfolio-company)

## Currency Settings

- [How to change reporting currency for company metrics?](https://support.rundit.com/change-reporting-currency-for-company-metrics)
- [How do I apply custom FX rates](https://support.rundit.com/how-do-i-apply-custom-fx-rates)

## Interactive Fund Report

- [Personalized LP reports](https://support.rundit.com/individual-lp-report)
- [How to add comments to an interactive LP report?](https://support.rundit.com/how-to-add-comments-to-lp-report)
- [How to generate company performance comments with AI?](https://support.rundit.com/how-to-generate-company-performance-comments-with-ai)
- [How to create an LP Report?](https://support.rundit.com/how-to-use-the-interactive-fund-report)

## Fund Management

- [Fund Management and Fund Overview](https://support.rundit.com/import-fund-management)

## AI Toolbelt

- [Use AI to import company reporting data directly from emails](https://support.rundit.com/extracting-company-data-from-emails)
- [Leverage AI to automatically populate company and founder details](https://support.rundit.com/auto-populate-company-information)
- [Board Meeting Preparation AI-Assistant](https://support.rundit.com/board-meeting-preparation-assistant)

## Dashboards

- [Dashboards](https://support.rundit.com/dashboards)

- [Rundit for Investors - Get started](https://support.rundit.com/rundit-for-investors-get-started#main-content)

    - [Investors](https://support.rundit.com/rundit-for-investors-get-started#investors)
- [Account settings](https://support.rundit.com/account-settings#main-content)

    - [User Settings](https://support.rundit.com/account-settings#user-settings)
    - [Organization Settings](https://support.rundit.com/account-settings#organization-settings)
    - [Users & Funds](https://support.rundit.com/account-settings#users-funds)
    - [Currency Settings](https://support.rundit.com/account-settings#currency-settings)
    - [Subscriptions](https://support.rundit.com/account-settings#subscriptions)
    - [Security](https://support.rundit.com/account-settings#security)
- [Functionalities](https://support.rundit.com/functionalities#main-content)

    - [Portfolio monitoring](https://support.rundit.com/functionalities#portfolio-monitoring)
    - [Investment data](https://support.rundit.com/functionalities#investment-data)
    - [Investments Overview Dashboards](https://support.rundit.com/functionalities#investments-overview-dashboards)
    - [Export data](https://support.rundit.com/functionalities#export-data)
    - [Company profile](https://support.rundit.com/functionalities#company-profile)
    - [Comments](https://support.rundit.com/functionalities#comments)
    - [Company reports](https://support.rundit.com/functionalities#company-reports)
    - [Portfolio activity](https://support.rundit.com/functionalities#portfolio-activity)
    - [Global fund and currency selector](https://support.rundit.com/functionalities#global-fund-and-currency-selector)
    - [Capital allocation](https://support.rundit.com/functionalities#capital-allocation)
    - [Company custom ID](https://support.rundit.com/functionalities#company-custom-id)
    - [Industry](https://support.rundit.com/functionalities#industry)
    - [Labels](https://support.rundit.com/functionalities#labels)
    - [Currency Settings](https://support.rundit.com/functionalities#currency-settings)
    - [Interactive Fund Report](https://support.rundit.com/functionalities#interactive-fund-report)
    - [Fund Management](https://support.rundit.com/functionalities#fund-management)
    - [AI Toolbelt](https://support.rundit.com/functionalities#ai-toolbelt)
    - [Dashboards](https://support.rundit.com/functionalities#dashboards)
- [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started#main-content)

    - [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started#investor-reports)
    - [Getting started](https://support.rundit.com/rundit-for-portfolio-companies-get-started#getting-started)
    - [Investor groups](https://support.rundit.com/rundit-for-portfolio-companies-get-started#investor-groups)
    - [Metrics](https://support.rundit.com/rundit-for-portfolio-companies-get-started#metrics)
    - [File storage and sharing](https://support.rundit.com/rundit-for-portfolio-companies-get-started#file-storage-and-sharing)
- [Troubleshooting](https://support.rundit.com/troubleshooting#main-content)

    - [Google Sheet integration](https://support.rundit.com/troubleshooting#google-sheet-integration)
    - [Email issues](https://support.rundit.com/troubleshooting#email-issues)
    - [Metrics](https://support.rundit.com/troubleshooting#metrics)
    - [Reporting reminder](https://support.rundit.com/troubleshooting#reporting-reminder)
    - [Navigation](https://support.rundit.com/troubleshooting#navigation)
    - [Interactive LP report](https://support.rundit.com/troubleshooting#interactive-lp-report)
    - [Investments](https://support.rundit.com/troubleshooting#investments)
- [FAQs](https://support.rundit.com/faqs#main-content)

    - [Investors](https://support.rundit.com/faqs#investors)
    - [Portfolio Companies](https://support.rundit.com/faqs#portfolio-companies)
    - [AI Toolbelt & MCP](https://support.rundit.com/faqs#ai-toolbelt-mcp)

- [Support Center Homepage](https://support.rundit.com/)

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