Under the "Investment" tab of the platform, you'll encounter the following sections of the investment portfolio:
- ''Chart'' - evolution of your portfolio and/or specific DARWINs reflected on a chart
- ''Invested DARWINs'' - shows the list of current opened DARWINs, the open P&L as well as the TP and SL orders
- ''Pending Orders'' - shows all the ''Buy Limit''/ "Buy Stop" / "Take Profit"/"Stop Loss" orders placed
- ''History'' - shows the list of all closed investments
- ''Performance Fees'' - lists all pending and paid performance fees per DARWIN
- ''Rebates'' - shows the diversification rebates paid back to you on a daily basis
- ''Portfolio Risk'' - lists the correlation details of the DARWINs you're currently investing in
You may also access your investment portfolio from the mobile app "Darwinex for Investors", available for the Android and iOS operating systems. The mobile app lets you check - for the time being - only one (your first and original) investment portfolio (see below about multiple investment portfolios).
Multiple investment portfolios
Each user can currently create a maximum of 5 real and 1 demo investment portfolios. Investors with live accounts can create additional investment portfolios from the investment subheader or from the Wallet of the the web application.
When clicking on “Create live portfolio”, you’ll be asked to set the name for the new live portfolio and the amount to be transferred from the Wallet to the new portfolio. Once this is done, you’ll be able to start investing with the new portfolio right away.
Whenever you need to transfer funds from / to or between portfolios, please go to your Wallet where you’ll be able to indicate from / to which of the live portfolios you want to move funds.
Renaming of the by default live portfolio -which is called just “REAL” – can be also done from the Wallet.
It’s important that you’re aware that portfolios are independent in terms of computing performance fees. Hence, if you’re invested in the same DARWIN on several portfolios, both your quarter end date and your high watermark with that DARWIN will be different in each of them.
Use cases of multiple live portfolios
Multiple investment portfolios can be used for following different strategies of investing in traders. For example, you could use one if your live portfolios to invest in traders who trade currencies, another to invest in traders who trade commodieties, another one for breakout DARWINS and a last one for DARWINs trading the news.
Another use case would be having a live portfolio for passive investing, another one for trading DARWINs manually and a third one for trading DARWINs through the API.