How can I track your active and past investments?

On the left-hand side, in the “Portfolio” section, click on “Investments.” On this page, you can track your current subscriptions as well as your active and past investments. Using filters, you can sort by date, energy type, and securities.

The page is organized into categories to make navigation easier.

• “Pending or Ongoing Subscriptions” – here you can see the projects you have subscribed to that are not yet legally finalized.There are three statuses for your investments:
  • To Sign: the subscription is awaiting your signature.
  • To Pay: the subscription is ready for payment.
  • Validated: the subscription has been signed and paid.‍
• “Active Investments” – these are projects that have been legally finalized and are generating interest.‍
• “Summary of My Investments” – organized under “Bonds, Minibonds, and Loans” and “Equities,” your investments are detailed by invested capital, accrued interest or capital gains, and interest or dividends received this year.
• ‍“Investments by Year” – this table lists your investments for the current and previous year, as well as the cumulative total since the start of your investments. Here’s a detailed breakdown:‍
  
  • Invested capital: the total amount you have subscribed, excluding ongoing subscriptions;‍
  • Interest and dividends received: the total interest and dividends (gross) you have received from the start of your investments until today;‍
  • Capital repaid: the portion of your investment that has already been returned to you;‍
  • Interest to be received: the total gross interest you will receive from today until the maturity of your investments, including delayed projects;‍
  • Capital to be received: the amount of your bond investments that remains to be repaid until the maturity of your investments, including delayed projects;‍
  • Locked-in capital: the capital invested in equities plus any capital gains;‍
  • Accrued interest: interest from bonds that has accumulated on your investments since their start date, before actual payment.‍
• “Valuation by Issuing Country” – this chart highlights the geographic distribution of your portfolio.‍
• “Valuation by Project Type” – this shows the breakdown of your portfolio from a renewable energy perspective. ‍
• “Valuation by Project” – this visual represents the different project sponsors in which you have invested. ‍
• “Valuation by Product Type” – here you can see which types of securities you favor in your investments: equities or bonds.

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