How can I keep track of my investment portfolio?

When you login to your SR account you will be greeted by your personal dashboard. Share certificates for any companies you invest in will be uploaded here and you will also be able to use your dashboard to track how much you have invested by sector, how much EIS and/or SEIS tax relief you have claimed through SR investments per tax year, and so on. It has never been easier to track your investments in startups!


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