A Portfolio Manager (PM) can view a complete list of their Investors from the Portfolio Management tab in the Personal Area (PA). Here’s how:

1. Log into the Personal Area (PA) and head to the Portfolio management tab.
2. Head to the Investors tab.
3. You can filter your Investors by these criteria:
   1. Investors: To filter those with active and no investments.
   2. Funds: To filter Investors by all funds or by a specific fund.
   3. Countries: To filter Investors by country.
4. The list can also be sorted by:
   1. Newest first
   2. Invested amount (low to high or vice versa)
   3. Paid fee (low to high or vice versa)
   4. Name

Investor list details

You can view several details about an Investor, including:

• Personal information
  • Name and email address
  • Join date and first investment date
  • Link to the downloadable POA document.
  • Names of the various funds the Investor has joined.
• Performance details
  • Lifetime finance details:
    • Total invested amount: The sum of the initial invested amount of all investments across all funds.
    • Total fee: The sum of earned fees for previous billing periods and the expected fee for the current billing period.
    • Profit: The sum of trading results for closed and open investment orders.
    • Return: The total trading result of all investment orders divided by the invested amount.
  • Active investment details
    • Invested amount: The sum invested in active investments across all funds.
    • Equity: The current value of active investments in funds.
    • Total fee: The expected fee for the current billing period.
    • Profit: The trading results for open investment orders.
    • Return: The total trading result for active investment orders divided by the invested amount.
    • Total equity: The sum of the strategy’s equity and all the investments’ equity.