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How to update the ownership percentage of an investment
How to update the ownership percentage of an investment

How to keep the ownership % field up to date and accurate

Matt Preuss avatar
Written by Matt Preuss
Updated over a week ago

The ownership % field on Visible is automatically calculated based on the number of shares purchased divided by total shares outstanding. These fields can be updated within the investment data section of a company's profile.

In the example below the shares purchased are 30,000 and the total outstanding shares are 1,000,000. 30,000/1,000,000 = 30% ownership


The ownership % can bee seen from the investment data home section on a company's profile. This field can also be pull into One Pagers, Reports, Charts and more.

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