Getting started | support.carta.com

Search network: Use this to find any entity (portfolio, fund, asset, general partner) across the platform and navigate to it directly. See Network search for more information.
Summary: Below the search bar you’ll be able to navigate directly to three key tabs: Portfolios, Commitments, and Assets
Bookmarks: Any bookmarked entities will appear here for quick access to the page for future use. To delete a bookmark, click the cross on the right side or navigate to the page and uncheck the bookmark icon.
KPI ribbon: At the top right-hand side of the page, you’ll find key information including the number of portfolios, commitments, funds, and assets.
Tabs: In the top left of the page, you’ll find tabs for quick navigation to lists of all entities. Use this to browse through your entities across all portfolios. The symbol in the corner can be used to navigate back to data extraction.

Pages for assets, funds and portfolios share a number of features:

Context navigation: Shows the current context (e.g. commitment) and allows you to re-trace your journey by clicking on the entity names.
Data as of: Displays the available dates for the selected entity/page. Greyed out dates show dates with data available on other pages but not the selected one.
Bookmark page: Use the bookmark feature to save a page – you will find your bookmarks on the home screen. You can also remove a bookmark by unchecking the button here.
Locate button for access to search (see: Network search).
KPI ribbon: View summary information about the current entity.
Export data: Data tables and charts allow you to export the information as file types such as CSV, Excel, or PNG.
Deal selector: Switch view between available deals / commitments.