---
canonical: "https://www.softatlas.io/edda/products/portfolio"
name: "Portfolio"
provider: "Edda"
category: "Data & Analytics / Business Intelligence / Business Intelligence Platforms"
review_count: 0
ai_powered: false
website: "https://edda.co/portfolio"
updated: "2026-09-10"
---

# Portfolio

By [Edda](/edda.md)

Portfolio is a management tool that unifies all investment data, providing real-time reporting and insights into portfolio performance and investment allocations.

## Features
- Monitor portfolio performance in real time
- Generate automated reports for LPs
- Integrate with data providers like Dealroom, Crunchbase, and Pitchbook
- Manage cap tables with AI-powered tools
- Visualize investment summaries with auto-generated graphs
- Track KPIs such as IRR and fund value
- Manage exits with real-time FX rate calculations
- Transfer data automatically from dealflow to portfolio

## Built for
EXECUTIVES, OPERATIONS

Source: https://www.softatlas.io/edda/products/portfolio