How to create and use investment portfolios

Short guide for creating and using demo and live DARWIN investment portfolios.

How to open investment portfolios

All registered users can open a demo investment portfolio so they can get comfortable with the DARWIN asset and our platform before committing. The demo investment portfolio is a USD portfolio, it does not expire and can be re-set any time.

Before being able to open live investment portfolios, users need to apply for a live Darwinex account. The base currency they set up during this application will be the currency of their live portfolios.

How to apply for a Darwinex account

How to access your investment portfolios

On the web platform

Demo and live portfolios are located in the "Investment" section of the platform.

You'll encounter the following subsections for each portfolio.

  1. ''Chart'' - evolution of your portfolio and/or specific DARWINs, reflected on a chart
  2. ''Invested DARWINs'' - shows the list of current opened DARWINs, the open P&L as well as the TP and SL orders
  3. ''Pending Orders'' - shows all the ''Buy Limit''/ "Buy Stop" / "Take Profit"/"Stop Loss" orders placed
  4. ''History'' - shows the list of all closed investments
  5. ''Performance Fees'' - lists all pending and paid performance fees per DARWIN
  6. ''Rebates'' - shows the diversification rebates paid back to you on a daily basis
  7. ''Portfolio Risk'' - lists the correlation details of the DARWINs you're currently investing in

On the mobile app

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 investment portfolio. If you don't have live investment portfolios, you'll see your demo portfolio. If you do have live portfolios, only the first live portfolio will be available on the mobile app.

How to move funds to / from your investment portfolios

You can move funds between your live investment portfolios and your wallet both from the portfolios and the wallet (Add funds / Withdraw funds buttons).

Add funds to your investor portfolio

Before withdrawing funds from a portfolio to the wallet, make sure that the money appears in the "Available" section of the portfolio (is not invested).

Multiple investment portfolios

Each user can create a maximum of 5 live and 1 demo investment portfolios. New live investment portfolios can be created on the web platform, from the portfolio selector drop down menu or from the wallet.

Note that live investment portfolios cannot be deleted, they can only be renamed.

Create a new live portfolio

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-water mark 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.

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