Navigation within the portfolio experience has a new look! With the new side menu, we've made it easier to find what you're looking for within your portfolio. 

What’s new? 

The navigation menu in the portfolio experience has moved from the top to the side, with a few of the 'harder to find' but important pages made more accessible to reach. Users will additionally have the ability to filter the menu to find specific pages in the menu.

With these changes, portfolio owners will have an easier time finding all the tools at their disposal to manage their holdings. 

Who is this available for? 

All non-investor individuals with a portfolio holding on Carta will see the new navigation menu. 

How do I use it?

Log into your account on Carta and view your portfolio to access the new navigation:

How do I learn more about these changes?

For more information, see this support article for an in depth breakdown of the changes.