Investment Results Reports
The Investment Results Reports section allows the operator to register and manage the consolidated results of investments made on the platform. These reports serve as official documentation of earnings and can be made available to users as performance proof.
Purpose
- Register results from investment cycles (operation periods, crowdfunding rounds, yield distributions, etc.).
- Maintain an auditable history of gains per desk or fund.
- Attach official PDF documents as proof for investors.
Creating a new report
To register a results report, fill in the following fields:
| Field | Description |
|---|---|
| Desk Value | Total capital managed during the reported period |
| Description | Free text describing the cycle or investment strategy |
| Gain Value | Absolute result obtained in the period (gross yield amount) |
| Percentage | Percentage return for the period relative to the desk value |
| Date | Reference date for the result (usually the end of the cycle) |
| PDF Document | Proof file or detailed report (maximum size: 30 MB) |
The Percentage field should reflect the net or gross return according to your operation's disclosure policy. Make sure to maintain consistency across reports to avoid discrepancies in the user's history.
Viewing
After registration, the report becomes available in the section's listing and can be accessed and downloaded by authorized users. The attached PDF document is stored securely and linked to the corresponding record.
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Related pages
- Distribution — yield distribution to token holders.
- Token Holders — balance view per user.
- Crowdfunding — financial management of crowdfunding offerings.