How to navigate your Carta portfolio

Your personal portfolio is the one place for all of your holdings (certificates, option grants, RSAs, RSUs, convertibles, and other equity awards) from the various issuing companies on Carta.

View holdings Print a security Exercise your options View documents Manage payment info Switch between accounts Request cap table access Manage portfolio users 🔍 Can I convert my personal portfolio into an investment firm or vice versa?🔍 How do I transfer my shares to someone else?🔍 How do I view a company's FMV?🔍 How do I delete my Carta account?🔍 How do I see the estimated value of an interest?