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 holdingsPrint a securityExercise your optionsView documentsManage payment infoSwitch between accountsRequest cap table accessManage 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?