You can access your corporate portfolio, at any time, by clicking on the "Corporate portfolio" button in the top navbar.

From here, you will see a list of all your companies and be able to add more companies, by clicking on the "Add company" button in the top left hand corner.

By clicking on the name of a company, you can add and review information about that company.

Much like with your personal portfolio, for each company you will see a breakdown of it's assets, liabilities, income and expenses.

You can click on any one of these boxes, to add and review more information.

For example, within the "Assets" section, you will see a diversified breakdown of your assets, organised by their asset class.

You can click on any one of these asset classes, in order to review and add more information.

For example, within the "Cash" asset class, you can add information about your various bank accounts.

At the time of writing, the functionality around your corporate portfolio is primarily focussed on allowing you to capture and organise your data. 

As we move forwards, we're planning to continuously layer on more functionality and improvements, so that you can gain meaningful insights about your corporate wealth building efforts.