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Balances — Crowdfunding ​

Access prerequisites

  • Permission (module): manageCorporateAccount
  • License/Feature: CROWDFUNDING — the tab only loads data if the feature is enabled in the tenant's license (verified at runtime via FeaturesStatusService).
  • Menu container: GENERAL → Dashboard group → Balances (tab Crowdfunding)

What it is / when to use ​

Tab of the Balances panel dedicated to crowdfunding shares — the fundraising contributions per offering. It shows how many investors exist, the total raised per investment, and the current month's movement per offering. Use it to track the volume of active fundraising per project.

Filters and columns ​

View-only screen — no editable fields.

Indicator / ChartWhat it showsData source
Number of holdersTotal count of crowdfunding investorscrowdfundingData.quantityUser
Total raisedSum of the total of each offering (GeneralCrowdfundingBalance)crowdfunding.total.total, summed in BigNumber
Monthly movementTotal moved in the current month, per offeringbalanceByMonth filtered by the current month (getCrowdfundingTotalOfMonth)
Holders / movement per investmentDistribution across offeringsaggregation by offering

When displayed in the consolidated view (tab General), the investor count may be segmented into public / private / foreign, according to the investor type of the offering.

Business rules / considerations ​

Attention

  • The tab depends on the CROWDFUNDING feature. In tenants without this license, the tab exists but does not fetch data (getCrowdfundingBalances is never called). Do not interpret an empty tab as "no fundraising" in those tenants.
  • "Monthly movement" only considers the current month. The calculation (getCrowdfundingTotalOfMonth) only sums the balanceByMonth entries whose month matches the current month — previous months are not included in this indicator. It is a snapshot of the month, not a cumulative historical total.
  • Balance is never zero by default: absence of a value means loading/error/feature disabled, not a zeroed fundraising amount.
  • Financial values: the total raised and the monthly movement are summed in BigNumber, without rounding. Check the decimal places of the fundraising token.