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How to Receive and Track Investment Returns

Overview​

As an investor on the WhiteLabel Community Deals Platform, understanding how to receive and track returns from your investments is essential for managing your portfolio effectively. This guide will walk you through the process of receiving distributions, claiming vested tokens, monitoring investment performance, and tracking your returns over time. Properly managing your investment returns helps you evaluate the success of your investment strategy and make informed decisions for future investments.

Prerequisites​

Before receiving and tracking investment returns, you should:

  • Have a registered and verified account on the platform
  • Have completed at least one investment that has been funded and finalized
  • Have a basic understanding of the distribution mechanisms for your investments
  • Be familiar with the vesting schedules of your token investments (if applicable)
  • Have access to your investment portfolio

Step-by-Step Instructions​

Step 1: Access Your Investment Portfolio​

  1. Log in to your account on the platform
  2. Navigate to the "Portfolio" or "My Investments" section in the main navigation menu
  3. This will display an overview of all your investments
  4. Look for the "Returns" or "Distributions" tab if available

Step 2: Understand Different Types of Returns​

  1. Familiarize yourself with the various types of returns you may receive:

    • Token Distributions: Initial token allocations from token sales
    • Vested Tokens: Tokens that become available according to a vesting schedule
    • Dividend Payments: Regular profit distributions (for certain investment types)
    • Revenue Sharing: Periodic payments based on project revenue
    • Staking Rewards: Returns from staking tokens
    • Value Appreciation: Increase in token or share value

  2. Each investment may have different return mechanisms based on its structure

Step 3: Check for Available Distributions​

  1. In your portfolio, look for investments with available distributions

  2. These are typically indicated by:

    • Notification badges
    • "Available" or "Claimable" labels
    • Distribution amounts displayed
    • "Claim" buttons

  3. Click on an investment with available distributions to view details

Step 4: Review Distribution Details​

  1. On the investment detail page, locate the "Distributions" or "Returns" section

  2. Review the distribution details:

    • Distribution type (tokens, dividends, etc.)
    • Amount available
    • Distribution date
    • Vesting information (if applicable)
    • Tax implications (if shown)

  3. Ensure you understand what you're receiving before claiming

Step 5: Claim Vested Tokens​

  1. For token-based investments with vesting schedules:

    • Check the vesting schedule to see what tokens are currently available
    • Look for a "Claim" or "Claim Tokens" button next to vested tokens
    • The button will only be active if tokens are available to claim

  2. Click the "Claim" button to initiate the token claim process

Step 6: Confirm Token Claim Transaction​

  1. After clicking "Claim," you'll be presented with a confirmation screen:

    • Review the number of tokens being claimed
    • Check any network fees that may apply
    • Verify the destination wallet (usually your connected wallet)

  2. Click "Confirm" or "Approve" to proceed with the claim

  3. You may need to approve the transaction in your connected wallet

Step 7: Track Claim Transaction Status​

  1. After confirming, the platform will display the transaction status:

    • "Processing" while the blockchain transaction is being confirmed
    • "Completed" once the tokens have been transferred to your wallet
    • "Failed" if there was an issue with the transaction

  2. You may see a transaction hash or ID that you can use to track the transaction on a blockchain explorer

Step 8: Verify Received Tokens in Your Wallet​

  1. Once the claim is complete, verify that the tokens appear in your wallet:

    • Check your connected wallet balance
    • Look for the specific token symbol
    • Verify that the amount matches what you claimed

  2. If the tokens don't appear immediately:

    • Wait for blockchain confirmations to complete
    • Ensure the token is added to your wallet's display list
    • Check the transaction status on a blockchain explorer

Step 9: Receive Dividend or Revenue Share Payments​

  1. For investments that provide dividends or revenue sharing:

    • Check the "Dividends" or "Revenue Share" section in your investment details
    • Review any pending or available payments
    • Note the payment schedule and amounts

  2. Depending on the platform's setup, these payments may be:

    • Automatically sent to your wallet
    • Credited to your platform balance
    • Available for manual claim

Step 10: Withdraw Funds to External Accounts (If Applicable)​

  1. If distributions are credited to your platform balance:

    • Navigate to the "Wallet" or "Funds" section
    • Select "Withdraw" or "Transfer"
    • Choose the currency or token to withdraw
    • Enter the amount and destination address
    • Confirm the withdrawal

  2. Follow any additional security steps required for withdrawals

Step 11: Track Historical Returns​

  1. To view your historical returns:

    • Navigate to the "Returns History" or "Transactions" section
    • Look for a historical chart or table of all distributions
    • Filter by date range, investment, or distribution type

  2. This history provides a record of all returns you've received

Step 12: Monitor Upcoming Distributions​

  1. Check for information about upcoming distributions:

    • Look for a "Scheduled" or "Upcoming" section
    • Review the vesting schedule for future token releases
    • Note any announced dividend payment dates

  2. This helps you plan and anticipate future returns

Step 13: Analyze Return Performance​

  1. Use the platform's analytics tools to evaluate your returns:

    • Total return on investment (ROI)
    • Annualized return rates
    • Comparison to initial projections
    • Performance charts and graphs

  2. This analysis helps you assess investment performance

Step 14: Set Up Return Notifications​

  1. Configure notifications for distribution events:

    • Navigate to your account settings or notification preferences
    • Enable alerts for:
      • New distributions available
      • Tokens vested and ready to claim
      • Dividend payments
      • Changes to distribution schedules

  2. Proper notifications ensure you don't miss distribution opportunities

Step 15: Export Return Data for Tax Purposes​

  1. For tax reporting and record-keeping:

    • Look for an "Export" or "Download" option in your returns history
    • Select the date range for the export
    • Choose the export format (CSV, PDF, etc.)
    • Download the file to your device

  2. This data will be useful for tax preparation and financial planning

Best Practices​

  • Regular Monitoring: Check your portfolio at least monthly for new distributions
  • Prompt Claims: Claim vested tokens promptly to ensure you have access to your assets
  • Keep Records: Maintain detailed records of all distributions for tax purposes
  • Understand Vesting: Familiarize yourself with vesting schedules to anticipate token releases
  • Verify Transactions: Always confirm that claimed tokens appear in your wallet
  • Track Performance: Regularly compare actual returns against projected returns
  • Tax Planning: Consult with a tax professional about the tax implications of your returns
  • Reinvestment Strategy: Consider whether to reinvest returns or take profits
  • Security First: Use secure networks when claiming tokens or withdrawing funds
  • Stay Informed: Read all communications from issuers about distribution changes

Troubleshooting​

Common Issues​

  1. Tokens Not Appearing After Claim

    • Solution: Verify the transaction on a blockchain explorer using the transaction hash
    • Solution: Ensure the token is added to your wallet's display list
    • Solution: Check that you're looking at the correct network in your wallet
    • Solution: Allow sufficient time for blockchain confirmations

  2. Unable to Claim Vested Tokens

    • Solution: Verify that the vesting date has actually been reached
    • Solution: Check if there are any additional conditions for claiming
    • Solution: Ensure you have sufficient funds for network fees
    • Solution: Try refreshing the page or using a different browser

  3. Dividend Payment Lower Than Expected

    • Solution: Review the dividend calculation methodology in the investment terms
    • Solution: Check for any fees or taxes that may have been deducted
    • Solution: Verify your ownership percentage and entitlement
    • Solution: Contact support for a detailed breakdown of the calculation

  4. Missing Historical Return Data

    • Solution: Adjust the date filters to ensure the period is covered
    • Solution: Check if you're viewing the correct investment
    • Solution: Try accessing the data from a different section of the platform
    • Solution: Contact support to request the missing data

  5. Withdrawal Failures

    • Solution: Verify that you've entered the correct destination address
    • Solution: Check that you have sufficient balance including any fees
    • Solution: Ensure the withdrawal amount meets minimum requirements
    • Solution: Try a smaller amount or a different withdrawal method

Getting Help​

If you encounter any issues with receiving or tracking your returns:

  1. Navigate to the /support Support center by clicking on the "Support" link in the main navigation
  2. Select the appropriate category for your issue
  3. Provide specific details about your problem, including:
    • Investment name
    • Distribution type and date
    • Transaction hash (if applicable)
    • Screenshots of any error messages
  4. Submit your support request
  5. Support staff will respond through the platform's notification system