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Investor Portfolio

Understand your investment portfolio and track your earnings.

The Investor Portfolio​

Click on the "Go to my portfolio" button and you will be redirect to your portfolio page.

Investor portfolio page

Let's explore the portfolio page. First of all, we can see the portfolio resume that shows us the following fields:

  • Deposits: It shows the total that the investor has deposited in all their projects (Grouped per token)
  • Earnings: It shows the earnings (capital gains) that the investor will receive from all their investments (Grouped per token)
  • Total: It shows the total amount (Deposits + capital gains) that the investor will receive from all their investments (Grouped per token)
  • Total Paid: It shows the amount that the investor has been received so far (Grouped per token).
  • Total pending to pay: It shows the pending amount that will be send to the investor (Grouped per token).
  • Total claimable: It shows the amount which has passed the blocking time specified by the contract (Grouped per token).

(Grouped per token): It means that, if the user has been invested in projects with different currencies (USDC, EURC ...), the totals will be calculated per token.

Below the portfolio resume, you can see a list of the investor investments. So far, there is only one. The table shows us the following data:

  • Project name: Project's name.
  • Issuer: Projects issuer company.
  • Token: Stellar token by which the contract will receive the deposits.
  • Rate: The interest rate.
  • Deposited: The amount deposited by the investor.
  • Interests: The capital gains that the investor will earn.
  • Commission: The platform commission for this investment.
  • Total to receive: The total amount to receive (Deposited + capital gains) for this investment.
  • Status The investment status.
  • First payment date: The estimated date when the investor will receive the first payment.

Multi-Token Portfolio​

What about if you have invested in projects with different tokens?

In this case, the portfolio resume clearly groups the amounts relating to capital, capital gains and commissions as you can see in the next image:

Investor multi-token portfolio

The Investment Details and Payment Calendar Page​

At the end of the investment row, we can see a "More Info" button. Click on it so that we can go to the investment page.

Investor investment page

This page shows us the investment data and a calendar showing all the payments that the investor will receive and their estimated payment dates. As we cannot receive any payment yet, all of them are pending.