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How to Track Your Active Investments

Overview​

Tracking your active investments on the WhiteLabel Community Deals Platform allows you to monitor performance, manage your portfolio, and stay informed about important updates. This guide will show you how to access your investment dashboard, understand the various metrics and indicators, and effectively monitor the status of your investments. Staying informed about your investments helps you make better decisions about your portfolio and take timely actions when needed.

Prerequisites​

Before tracking your active investments, you should:

  • Have a registered and verified account on the platform
  • Have completed at least one investment that has been approved and funded
  • Be familiar with basic investment terminology
  • Understand the specific terms of your investments

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 take you to your investment dashboard where all your investments are displayed
  4. The dashboard provides an overview of your entire investment portfolio

Step 2: Understand the Portfolio Overview​

  1. The portfolio overview typically displays:

    • Total portfolio value
    • Number of active investments
    • Portfolio performance metrics
    • Asset allocation breakdown
    • Recent activity or updates

  2. This overview gives you a quick snapshot of your overall investment position

Step 3: View Your Active Investments List​

  1. Below the overview section, you'll find a list of all your active investments

  2. Each investment entry typically shows:

    • Deal name
    • Issuer name
    • Investment amount
    • Current status
    • Token/share allocation
    • Performance indicators

  3. This list allows you to see all your investments at a glance

Step 4: Filter and Sort Your Investments​

  1. Use the filtering and sorting options to organize your investment view:

    • Filter by status (e.g., Active, Completed, Pending)
    • Filter by investment type
    • Sort by date (newest/oldest)
    • Sort by value (highest/lowest)
    • Sort by performance (best/worst)

  2. These tools help you focus on specific segments of your portfolio

Step 5: View Detailed Investment Information​

  1. Click on a specific investment to view its detailed information page

  2. The detailed view typically includes:

    • Comprehensive investment details
    • Performance metrics
    • Transaction history
    • Document access
    • Updates from the issuer
    • Token/share information

  3. This detailed view provides in-depth information about a specific investment

Step 6: Monitor Investment Performance​

  1. In the detailed investment view, locate the performance section

  2. This section typically shows:

    • Initial investment amount
    • Current value
    • Percentage change
    • Performance over time
    • Comparison to benchmarks (if available)
    • Dividend or distribution history (if applicable)

  3. These metrics help you assess how your investment is performing

Step 7: Track Token or Share Information​

  1. For token-based investments, review the token information section:

    • Token balance
    • Token price
    • Token contract address
    • Vesting schedule
    • Claimable tokens
    • Token transaction history

  2. For equity investments, review share information:

    • Number of shares
    • Share price
    • Ownership percentage
    • Dividend information (if applicable)

Step 8: Check Vesting Schedules and Claimable Tokens​

  1. If your investment involves token vesting:

    • Review the vesting schedule showing when tokens unlock
    • Check the percentage of tokens currently vested
    • See the next vesting date and amount
    • Identify any tokens that are currently claimable

  2. This information helps you understand when you'll have access to your tokens

Step 9: Access Investment Documents​

  1. Locate the documents section in the investment details

  2. Here you can access:

    • Subscription agreement
    • Investment confirmation
    • Offering memorandum
    • Updates and reports
    • Tax documents
    • Any other deal-specific documents

  3. These documents provide important legal and reference information

Step 10: Review Transaction History​

  1. Check the transaction history section to see all activities related to your investment:

    • Initial investment transaction
    • Token/share allocations
    • Token claims
    • Dividend or distribution receipts
    • Any secondary market transactions

  2. This history provides a complete record of all investment-related activities

Step 11: Read Issuer Updates and Announcements​

  1. Review the updates section to see communications from the issuer:

    • Progress reports
    • Milestone announcements
    • Financial updates
    • Company news
    • Regulatory information

  2. These updates keep you informed about developments that may affect your investment

Step 12: Set Up and Manage Notifications​

  1. Configure notification settings for your investments:

    • Navigate to notification preferences in your account settings
    • Select which types of investment updates you want to receive
    • Choose notification methods (email, platform, mobile)
    • Set frequency preferences

  2. Proper notifications ensure you stay informed about important developments

Step 13: Export Investment Data​

  1. If you need to download your investment data:

    • Look for an "Export" or "Download" button
    • Select the data you want to export
    • Choose the export format (CSV, PDF, etc.)
    • Specify the date range if applicable

  2. Exported data can be useful for record-keeping, tax preparation, or analysis

Step 14: Monitor Secondary Market Opportunities​

  1. If the platform offers a secondary market:

    • Check the secondary market section for your eligible investments
    • Review current buy/sell offers
    • See historical trading activity
    • Understand liquidity options for your investment

  2. Secondary market information helps you assess potential exit opportunities

Step 15: Analyze Portfolio Diversification​

  1. Use portfolio analysis tools to assess your diversification:

    • View asset allocation charts
    • See sector distribution
    • Check risk exposure
    • Identify concentration in specific investments

  2. This analysis helps you maintain a balanced investment strategy

Best Practices​

  • Regular Monitoring: Check your investment portfolio at least monthly
  • Read All Updates: Review issuer updates promptly to stay informed
  • Keep Records: Download and save important documents and statements
  • Track Performance Trends: Look for patterns in performance over time, not just single data points
  • Compare Investments: Assess how different investments in your portfolio are performing relative to each other
  • Maintain Perspective: Remember that many investments are long-term, and short-term fluctuations are normal
  • Stay Informed: Research market conditions that might affect your investments
  • Review Vesting Schedules: Mark important vesting dates on your calendar
  • Claim Tokens Promptly: Claim any vested tokens as soon as they become available
  • Update Contact Information: Ensure your contact details are current to receive all notifications

Troubleshooting​

Common Issues​

  1. Investment Not Appearing in Portfolio

    • Solution: Check if the investment is still in "Pending" status in a different section
    • Solution: Verify that payment was fully processed and confirmed
    • Solution: Contact support to confirm your investment was properly recorded
    • Solution: Check if there's a delay in updating the portfolio after investment confirmation

  2. Incorrect Investment Value Displayed

    • Solution: Check when the value was last updated (there may be a delay)
    • Solution: Verify that the token price information is current
    • Solution: Contact support to report the discrepancy
    • Solution: Check if there have been any corporate actions affecting valuation

  3. Missing or Inaccessible Documents

    • Solution: Try refreshing the page or logging out and back in
    • Solution: Check if you have the correct permissions to access the documents
    • Solution: Contact support to request the specific documents you need
    • Solution: Check if your browser is blocking downloads or pop-ups

  4. Vested Tokens Not Appearing as Claimable

    • Solution: Verify the exact vesting date and time
    • Solution: Check if there are any additional conditions for claiming
    • Solution: Refresh the page or try accessing from a different device
    • Solution: Contact support to inquire about the vesting schedule status

  5. Not Receiving Investment Updates

    • Solution: Check your notification settings
    • Solution: Verify your email address is correct and check spam folders
    • Solution: Ensure you haven't unsubscribed from investment communications
    • Solution: Contact support to confirm you're on the distribution list

Getting Help​

If you encounter any issues while tracking your investments:

  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
    • Your account information
    • Specific issue you're experiencing
    • Screenshots of any error messages or discrepancies
  4. Submit your support request
  5. Support staff will respond through the platform's notification system