V — PORTFOLIO DASHBOARD
The Portfolio Dashboard is the home screen for your investments. It shows your total balance, active subscriptions, yield performance, and upcoming maturities — everything you need to track your progress at a glance.
1. Portfolio Summary
This section gives you a snapshot of your overall position on the platform:
Portfolio Value Your total value across all products and balances.
Net Yield (All-Time) Total yield earned since you opened your account.
Yield (Last 30 Days) The amount of yield credited to your account over the past 30 days.
Portfolio Growth % (Last 30 Days) Your percentage change over the past month, based on:
(Ending Value – Beginning Value) / Beginning Value * 100%
2. Allocation Breakdown
A visual chart shows how your portfolio is distributed across:
the Entry Level Program (ELP)
active programs you subscribed to
any remaining unallocated balance
This helps you see where your funds are concentrated.
3. Yield Accruals
A graph that shows how your yield has grown over time.
Daily yield adds up as long as your subscriptions remain active.
The chart makes it easy to spot trends or compare different time windows.
4. Subscribed Product List
Below the summary, you’ll find the list of programs you’re currently subscribed to. Each row displays:
product name
invested amount
subscription date
lock-in period and maturity date
target APY
yield accrued so far
entry fee
exit fee
status (active, matured, cancelled, etc.)
Click any product name to open its detailed view.
5. Search & Filter
You can refine the Subscribed Product List using:
Search
Search by product name.
Press Enter to apply.
Select Clear to reset.
Filter
You can filter by:
document type
status
subscription date
lock-in end date
Select Apply to filter, or Clear All to reset.
6. View Product Details
Selecting a product opens a dedicated page where you can review:
complete product description
key terms
target APY
fees
risk level
lock-in period
your current subscription breakdown
any documents associated with the product
From here you can also update maturity preferences if the product allows changes.
7. Actions: Deposit and Withdraw
You can start a transaction directly from the dashboard.
Select Deposit or Withdraw
You will be redirected to the Transaction Request flow
Choose fiat or crypto and follow the guided steps
This is a shortcut for convenience — all money movements still go through the dedicated transaction module.
8. Export Statement Report
You can export a full statement of your transactions and portfolio activity for up to 7 years.
To export:
Go to Statement in the sidebar.
Select the date range.
Select Export to download the PDF.
The report includes:
realized transactions (deposits, withdrawals, fees)
unrealized internal movements (program allocations and accruals)
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