Genera Advisors vs Warp Portfolio Tracker

At Genera Advisors we strive to enrich our clients’ lives by listening to their needs, understanding their objectives and delivering financial guidance that focus’ on each client as an individual. We pride ourselves on creating and maintaining long-term relationships with our clients, providing sound financial advice through education, transparent communication and a white-glove, personalized approach to client service. We provide a comprehensive set of services that cover all phases of your financial life, from focusing on the retirement you are dreaming of to planning for your children’s education. Whatever your life milestones are, Genera Advisors will listen to you and work with you to help you achieve them. Plan Well. Live Life. Realize Your Dreams.

Warp Portfolio Tracker is the mobile investor cabinet of Warp Capital. It shows the same figures as portfolio.warp.is for your pool. Capital • Net value, contributed capital, result and annual return • Carried interest accrued, high-water mark and hurdle • Daily capital chart, net return by month, fee events and the monthly capital account Positions • Holdings on exchanges and in wallets with the share of each asset • Position value by day, contribution by position, profit and loss • Cost basis against the market price with buy and sell markers • Exchange and network fees Flows • Deposits, withdrawals Statements • Investor statements for any month or period, issued and frozen monthly • Export to PDF and XLSX Terms • Management fee, carried interest and hurdle of each pool Bilingual support, light and dark theme, iPhone and iPad. Access is for investors of Warp Capital only; sign in with the credentials issued by Warp Capital. Disclaimer Warp Portfolio Tracker provides information for informational purposes only. It does not offer financial advice or recommendations to buy or sell any securities. Always consult a qualified financial advisor for personalized guidance.