Investor Pages

Track & Monitor Your Investments

Portfolio

This Portfolio dashboard gives investors a snapshot of their tokenised fund holdings. It shows total investment value with recent performance metrics and an interactive chart for viewing portfolio growth over different time periods. Below the graph, a detailed table lists each fund, including the number of shares held, current value, unrealised gains or losses and its weight in the overall portfolio, with quick access to additional actions.

Positions

You can check your current holdings and past settlements on the positions page.

Positions' Detail

Orders

The orders page provides an overview of your investment transactions. Here you can check the details of each order and manage the steps that require an action from your side.

Products

On the Products page, you can see the list of funds for which you are allowed to perform orders. Here you can see the instruments of each fund and create a new subscription or redemption order.

Product Details

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Bridging Your Investments

Gateway Manager

The Gateway page is KAIO’s cross‑chain bridge for moving tokenized fund positions between networks. Users select the source and destination chains and wallets, choose the fund/instrument and number of shares to transfer, and review the estimated value and fund details before sending. The interface consolidates everything needed to complete a secure, cross‑network transfer.

Bridging Activities

The Activities tab of the Gateway provides a record of all cross‑chain transfers initiated through the bridge. Each row shows the asset name, transfer type, quantity, source and destination wallets/networks, current status (e.g. “Processed”) and the date/time it was created. Users can click View Details to see further information about any individual transaction.

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Managing Your Account

Wallets

On the Wallets page, users can view and manage their connected wallets. It lists each wallet’s address, user-assigned alias, date added, blockchain network (in this case Ethereum), and current status (e.g., whitelisted). Users can edit or disable existing wallets, and add new ones using the “+ New Wallet” button.

Profile

The profile page allows you to check and review your investor information on KAIO. It displays fields like full name, email address, physical address, investor type, and country of residence and nationality. Users can reset security credentials or request updates to any profile details

Users

The Users tab displays all team members associated with an account along with their role and status. Each entry shows the user’s name, email address, assigned role (e.g., Legal Signatory, Transactions Manager, Admin), and whether their access is active. Administrators can click Edit to update a user’s details or Lock to deactivate their access, and new team members can be added via the + Add New User button.