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How is the total outstanding portfolio calculated?

  • We sum your current outstanding principal across all active investments made through FundingPartner - across all products and all currencies (converted to !{currency}).
  • If you use multiple FundingPartner profiles, we add them together (as long as they’re linked in your profile).

This total is used for your Peak portfolio (6 months) requirement: cross the threshold once in the last 6 months and you upgrade immediately; stay below it for 6 consecutive months and you move down one tier.