LLC Member Portal
Sign in with your member email and password
Email
Password
Sign in
LLC Member Portal
Loading…
Loading…
Settings
Sign out
Loading portfolio…
Add holding
Name
Notes (optional)
Ticker symbol
US-listed symbols only. Leave blank for manual value.
Share count
Cost basis ($)
Current value ($)
Cancel
Save
Add expense
Category
Free-form. Common categories will be remembered.
Description (optional)
Amount ($)
Date
Cancel
Save
Add member
Full name
Email
Must match the email used to create their Supabase login.
Ownership percentage (%)
All members' percentages should sum to 100%.
Receive weekly summary emails
If checked, this member gets the Friday summary email.
Cancel
Save
Add transaction
Member
Date
Amount ($)
Notes (optional)
Cancel
Save
Confirm
Cancel
Delete
Add a reporting period
Reporting month
Holdings from the closest existing period will be copied into this new one.
Cancel
Create period
Settings
LLC name
Portal URL (used in emails)
The URL members will click in emails to open the portal.
Weekly summary emails
Sends every Friday around 8 PM Eastern to members with "Receive weekly emails" enabled. Toggle per-member on the Members tab.
From address
Must be an address at a domain you've verified in Resend.
From name
Reply-to (optional)
Where member replies should go. Leave blank to use the From address.
Send emails now
Sends immediately to all opted-in members using current settings. Save settings first before testing.
Cancel
Save