Investor Portal

Trading, portfolio management, wallet, KYC, data rooms, dividends, and subscriptions.

Test Accounttest@alef.marketsInvestor@123Investor

The investor dashboard provides a portfolio overview with key metrics and quick navigation.

Investor DashboardPortfolio overview with positions

Portfolio value summary with total invested and current value

P&L calculation (unrealized + realized)

Active positions grid — each token with balance, value, and change

Market overview section with top movers

Quick links: Trade, Wallet, History, KYC

Browse available security tokens and subscribe to primary offerings.

Tokens ListAvailable tokens for investment

Token cards with: symbol, name, price, total supply, status badge

Category badges: agriculture, real_estate (Phase 2)

Subscribe button for primary offering tokens

Link to token detail page with orderbook and charts

Status indicators: primary (offering open), secondary (trading active), paused

Full-featured trading interface with live orderbook, 3 order types, and real-time WebSocket updates.

Trading PageOrderbook, order form, chart, recent trades

Live orderbook visualization — bids (green) and asks (red) with depth bars

Order form with Buy/Sell toggle and 3 order types

Recent trades feed with price, quantity, and timestamp

OHLC candlestick price chart

WebSocket real-time updates (trades, orderbook changes)

Token selector dropdown for switching between tradeable tokens

Order Types

Market Order

Limit Order

Stop Order

Market Order

Executes immediately at the best available price. Specify quantity only — price is determined by the orderbook.

Limit Order

Executes at your specified price or better. The order sits in the orderbook until matched or cancelled.

Stop Order

Becomes active when the market reaches your stop price. Used for stop-loss protection. Status: pending_stop until triggered.

Navigate to Trading from sidebar or dashboard

Select a token from the dropdown (e.g., DAGRI)

Choose Buy or Sell and select order type

Enter quantity (and price for limit/stop orders)

Review estimated total and fees

Click Place Order to submit

Trading requires approved KYC (level 2) and sufficient fiat balance for buys or token balance for sells. The matching engine processes orders at ~760K orders/sec.

Manage fiat balance and view blockchain wallet address.

Investor WalletFiat balance + blockchain address

Fiat balance display (USD)

Blockchain wallet address (Ethereum/Polygon) — auto-assigned from Hardhat accounts

Deposit: request fiat deposit (manual bank transfer for MVP)

Withdraw: request fiat withdrawal with amount

Transaction history with date, type, amount, status

CSV export for transaction records

Fiat deposits require admin confirmation. There is no automated banking integration in MVP. Allow 1-2 business days for deposit processing.

Complete Know Your Customer verification to unlock trading and investment features.

KYC ApplicationIdentity verification form

Personal information: full name, date of birth, nationality, address

Identity document: passport, emirates_id, or national_id

Document number and expiry date

Status tracking: pending → in_review → approved | rejected

Resubmit capability after rejection (with corrected information)

KYC level progression: Level 1 (basic), Level 2 (full — required for trading)

Navigate to KYC from sidebar

Fill in personal information

Select document type and enter details

Submit application (status: pending)

Admin reviews and approves/rejects

If approved: KYC level 2 granted, trading unlocked

See also:KYC Lifecycle Workflow→

PortfolioToken holdings with P&L tracking and allocation chart

Consolidated view of all your token holdings with real-time P&L tracking, cost basis calculation, and allocation visualization.

4 summary cards: Portfolio Value, Cost Basis, Unrealized P&L (with percentage), Holdings count

Allocation bar — horizontal stacked chart showing portfolio composition by percentage

Color-coded legend mapping each token to its portfolio share

Holdings table with 8 columns: Token, Balance, Locked, Avg Cost, Price, Market Value, P&L, P&L %

P&L calculation: market value minus cost basis, green for profit, red for loss

Average cost computed from historical buy trades (total spent / total bought)

Locked balance shown separately in amber for tokens under vesting or pending settlement

Fiat balance card with available USD and link to Wallet page

Sorted by market value (highest position first)

Refresh button for on-demand data reload

Portfolio P&L uses your actual average purchase price across all buy trades, not the initial offering price. Cost basis updates automatically as you make additional purchases.

Deep-dive into any token with live orderbook, interactive price chart, recent trades, and your current position. This is the primary research page before placing trades.

Header breadcrumb with back navigation to token list

5 metric cards: Price, Total Supply, Tokens Sold, Total Raised, Min Investment

Offering progress bar for primary tokens (sold / allocation target)

Interactive OHLC price chart with 3 period tabs: 1 hour, 1 day, 1 week

Chart hover tooltip showing Open, High, Low, Close, and Volume per candle

Chart gradient fill — green when price is up, red when down

Mini orderbook view: top 5 bids (green) and asks (red) with quantities

Recent trades table: price, quantity, total, timestamp (10 most recent)

Your Position card: balance, locked balance, and market value at current price

Action buttons: Subscribe (primary tokens) or Trade (secondary tokens)

Link to Data Room for due diligence documents

Token info card: ID, status badge, created date, offering end date

About section: full description with token details (decimals, currency, contract address)

Click any token card from the Tokens page to open its detail view

Review the price chart — switch between 1h, 1d, and 1w periods

Check the orderbook for current bid/ask levels and depth

Review recent trades for price action and volume

Check your position (balance and market value)

Click 'Trade' to go to the trading terminal for this token

The mid-price displayed is calculated from the best bid and ask in the orderbook. If no orders exist, the last trade price is used. If no trades have occurred, the offering price is shown.

Order & Trade HistoryOrders and trades with filtering and CSV export

Complete audit trail of all your orders and trades with filtering, pagination, and CSV export.

Two tabs: Orders (with count) and Trades (with count)

Orders table: ID, Token, Side (badge), Type, Price, Stop Price, Qty, Filled, Status, Date

Trades table: ID, Token, Side (badge), Price, Qty, Total, Fee, Date

Side badges: Buy (green) and Sell (red) for instant visual recognition

Status badges: open (blue), partially_filled (yellow), filled (green), cancelled/pending_stop (gray)

Filter orders by status: All, Open, Partially Filled, Filled, Cancelled, Pending Stop

Filter trades by token: All Tokens or specific token

CSV export — download filtered data with headers for spreadsheet analysis

Pagination: 20 records per page with page navigation

Refresh button to reload current tab data

Use the CSV export to download your complete trade history for tax reporting or portfolio analysis. The export includes all filtered records, not just the current page.