Once you have created a fund as a Portfolio Manager (PM), you can manage and monitor it through the fund page.
Opening the fund page:
- Log into your Personal Area (PA) and head to the Portfolio management tab.
- Click View details on a fund.
The tabs presented here include:
- Overview: This tab provides a general summary and fundamental metrics on the fund’s performance. Explore this tab in detail to learn how to monitor fund performance.
- Fee report: Statistics on the fund’s earned performance fees are available here. Learn more about the performance fee report.
- Requests: Specific join, start allocation, and close requests are here.
- Order allocation: The order allocation calculator provides the minimum required volume for all your current investments. The calculator can only be activated once Investors start investing.
- Investments: You can monitor the performance metrics of active and closed investments here. Learn more about monitoring investment performance.
- Associates: The list of Associates who earn a part of the performance fee is here. Click Invite Referral Associate to generate a new link.
- Fee sharing: Pending and active fee-sharing instances created before the Associates feature can be found here.
Note: PMs who do not have any fee-sharing instances set, or have deleted all existing fee-sharing instances, will be redirected to the Associates tab.
- Settings: Edit or change fund settings such as fund name and description, investment amount, performance fee, trading account settings, start allocation, and order visibility can be done in this tab, as well as the option to archive fund.