> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/why-allocations/investments.md).

# Investments

Investments lists every position you hold. It uses the same table as the Investor Dashboard, without the Portfolio Value card.

![](https://content.gitbook.com/content/9IirLidzibYpEfSBave3/blobs/rrGECm71kHcG62QGGKC1/Unknown%20image)

1. **Total Investments** Counts the positions you hold across all deals, matching the rows in the table.
2. **Status filters** Filter positions by stage: Completed, Signed, or Committed.
3. **Status filters, second row** Add Invited and Viewed for positions still awaiting your signature.
4. **Toolbar** Lets you refresh the table, export it, or add an investment held outside the platform.
5. **Column headers** Sort the table by any of its nine columns when selected.
6. **Status** Shows where the position stands, from Invited through Completed.
7. **Invested As** Names the identity that holds the position on your behalf.

### **Investments and Dashboard**

Use the Dashboard to see what your portfolio is worth, and this screen to work through positions, such as following up a wire, checking a status, or exporting a list.

> On this screen, Total Investments is the number of positions you hold, which matches the number of rows in the Investments table

### Columns

* **Deal:** The vehicle you invested in, with its legal entity shown below.
* **Subscription Amount:** The amount you committed to the deal.
* **Capital Wired:** The capital you have sent against that commitment.
* **Mgmt Fee %:** The management fee percentage charged on the position.
* **Carry:** The carried interest percentage the manager earns on profits.
* **Created:** The date the position was created.
* **Actions:** Opens the menu of actions available for that position.

> The Deal column shows the deal name and its legal entity. The entity name is what appears on your K-1, described in **Investor Taxes**.

### Add Investment

Select **Add Investment** in the toolbar to record a position you hold outside the platform.


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