Balances — Investments
Access prerequisites
- Permission (module):
manageCorporateAccount - License/Feature: None.
- Menu container: GENERAL → group Dashboard → Balances (tab Investments)
What it is / when to use
Tab of the Balances panel dedicated to investment shares (staking) — the positions where the client locks tokens in exchange for yield. Shows how many users hold a position, the total applied in units, the fiat equivalent, and monthly movement. Use it to monitor assets under management in investment products.
Filters and columns
View-only screen — no editable fields.
| Indicator / Chart | What it shows | Data source |
|---|---|---|
| Number of holders | No. of users with an investment position | numberUsersInPossession (aggregated) |
| Total in tokens | Sum of applied units | totalInCrypto per product |
| Total in fiat | Fiat equivalent (units × USD rate) | totalInCrypto × quotations.amountUsd |
| Monthly movement | Amount moved per month | monthlyMovement × rate; series in allInvestmentsMovementsByMonth |
| Holders per product | Distribution of holders across positions | aggregation by asset |
Business rules / considerations
Attention
- Total in fiat uses the USD rate. If no rate is registered for the product, the multiplier falls to 1 and the fiat value equals the unit count. Verify current rates before reading the consolidated figure.
- Balance is never zero by default: absence of value = loading/error, not a zeroed position.
- Financial values: sums and conversions use
BigNumber, with no intermediate rounding.