Getting Started

Topics

Portfolio Import

  • The dashboard is the central overview screen of the backend, giving admins a quick snapshot of the overall investment platform performance. It displays key financial and investor metrics in real-time, helping the admin team monitor growth and activities at a glance. The dashboard includes the following insights: All Time Investment, Total Investors, Monthly Investments etc.

    Overall, the dashboard acts as a real-time control panel, offering admins a quick and data-driven understanding of platform performance, investor engagement, and financial outcomes.