Investor's Portal

FundBox is an advanced platform designed to offer accredited investors comprehensive access to their investment portfolios. This documentation provides detailed information on the features and functionalities of the FundBox solution, including performance charts, portfolio insights, current value, investment amount, month-to-date PnL, historical performance, and exposure breakdowns.

The Investor Portal is the main interface for investors to manage and analyze their portfolios. Key sections include:

• Dashboard: Provides an overview of portfolio performance and key metrics.
• Products: A menu where investors can explore available products for investment, including detailed descriptions and performance metrics for each product.
• Results: On the Results page, investors can view the Capital Summary of their investments and read commentaries.