The redesigned portfolio experience includes new features to easily track performance, see holdings information, and more.
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View your account value, principal investment, and returns for your entire Fundrise portfolio or by asset class. You can customize the time period to track performance across different date ranges.
*This view changes based on your Fundrise investment allocations. For example, if your Fundrise portfolio is 100% allocated to real estate, you will only see that asset class.
View net returns — by dividends and appreciation — for each quarter and year since you joined Fundrise.
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Check out your allocation and performance by asset type. You can toggle between percentage and dollar amount.
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Want more details about an asset type in your Fundrise portfolio?
Navigate through property type, fund, and strategy to learn more about your portfolio allocation.
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Get the key facts about the properties you own — including location, strategy, and investment size. You can filter by category, sort by acquisition date, and even see the properties plotted on a map.
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Interested in the position details of a specific fund?
Find the cost of shares owned, quantity, and current NAV per share for each fund in your portfolio. You can also check out the fund's holdings or access the fund overview.
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Discover these features and more in your new Fundrise dashboard.