Visible lets you record a full or partial exit directly on an investment, so realized gains and losses and your remaining ownership stay accurate.
Step One: Navigate to a Company's Investments and open the Add Exit panel
In the company's Investments tab, click the plus icon next to the investment, then select Add Exit.
Step Two: Enter the exit date and price
Choose the exit date and add the exit price per share.
Step Three: Choose full or partial
Choose whether this is a Full or Partial exit. If it's a partial exit, enter the number of shares sold.
Step Four: Save the exit
Click Save Exit. The investment's status will update to reflect the exit (for example, Partially exited), and the exit will be added to the investment's history.
Step Five: Viewing or editing an exit
Click the caret next to the investment to expand its history and see the exit entry. To make changes, click Edit exit in the top right of the Exit details.
Please let us know if you have additional questions!