--- title: Adding A Track Record description: This is an article that explains how to add a track record to your profile. --- [Skip to content](https://support.verivest.com/knowledge/adding-a-track-record-verivest-help-center#main-content) English Show submenu for translations ![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Verivest LLC Go to Verivest LLC How-to guides and answers from the Verivest team - There are no suggestions because the search field is empty. 1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en) 2. [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en) 3. [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal) # Adding A Track Record ## This is an article that explains how to add a track record to your profile. Adding a track record to your manager profile can help investors feel more confident in your company's abilities. You can use our import template, or enter the data manually to add your track record to your profile. ### **Adding via the Track record template:** 1. Visit the **Profile** tab and scroll down to **Track Record** 2. Click **Add Investments** and click **Track Record template** to download our template or use this attachment [Verivest\_Track\_Record\_Template.xlsx](https://support.verivest.com/hubfs/Verivest_Track_Record_Template.xlsx?hsLang=en) 3. Fill out the Track Record Template by providing the appropriate information in the corresponding fields under each column. 4. Once the template is complete, upload it to the dashboard by clicking **Upload documents** 5. **Drag and drop** your file(s) or **browse your computer** files to upload the documents![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio70084529970584553e0f78434ecb277d5Screenshot+2023-03-28+at+3.22.20+PM-1.png) 6. Click **Save** ### **Manually adding track record:** 1. Visit the **Profile** tab and scroll down to **Track Record** 2. Click on **Add investments** 3. Click **Add manually** 4. You'll then be brought to the form pictured below. Fill out the form and click **Add** when done. ### Previewing your Track Record After entering all track record information, go to your **Profile** page and scroll down to the **Track Record** section. Confirm that the track record information you manually entered or uploaded is visible on your profile. You can also view a preview to view your Profile as an investor by following the steps below: 1. Visit **Profile** from the Manager Dashboard 2. Click **Preview** located under your Profile banner images 3. Scroll down to **Track Record** 4. If you need to make changes, scroll back towards the top of the page and click **Continue editing** ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio700853344d4bfd9f1dfb9fab38e3a64f5Previewing+Track+Record-1.gif) If you need any track record items removed, please reach out to [Support@Verivest.com](mailto:Support@verivest.com) ​Need help? Contact [support@verivest.com](mailto:support@verivest.com) - [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content) - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started) - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal) - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management) - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments) - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars) - [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content) - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome) - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal) - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts) - [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content) - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support) [![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com) Verivest LLC Help Center Copyright © 2026, Verivest