My Portfolio

How to find and use this funder-exclusive feature

Login to and select My Portfolio from the top navigation bar. Please note, My Portfolio is a premium product for Funders and is included only with a subscription to Ecosystems.


See key financial numbers for your entire funding portfolio at a glance. Scroll down to quickly check up on your grantees' data quality and Pub78 Status.

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Check out the Top Cities and Top Causes that your funds are supporting.

Identify Co-Funders in your network and see your total combined giving in Overlapping Funders.


View the financial Summary of all grantees in your portfolio.

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Draw Comparisons between individual grantees across multiple financial categories, including their overall Revenue and Expenses versus funds they've received from you.

Check out the Growth of grantees in your portfolio to see who is on an upward trajectory or who may be falling behind.

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See where your grants are going under Grant Distribution. Filter by year or size to identify repeat grantees or trends in your giving.