What Funderbeam Portfolio include?

Your portfolio page is where you can see and manage your investment portfolio, information on your current positions, the latest settled and pending trades and more.

The portfolio section in the sidebar gives you access to your balance statement, your yet to be matched orders, a log of all your trades, and any ongoing transfers.

Screenshot of the Portfolio page

Portfolio summary

The summary panel gives a quick overview of the figures across your portfolio.

The Portfolio summary block

Instruments – the number of instruments you hold in this currency.

Investments in Total – the total sum you have invested in this currency.

Value at Last Price – the value of your investments in this currency at the last traded price*.

Total Gain – the difference between the sum invested and the value of your investments at the last traded price*.

*Please note that it may be very unlikely that you can sell your investment at exactly this price and as a result, it is unlikely that this is the actual value of your position.

Investments table

The investments table lists all your investments. The table can be sorted alphabetically, by instrument and more. Click on any row to view the order book for the instrument.

Image of the Investments table

Details

  1. Company logo
  2. Company name
  3. New updates/comments indicator
  4. Instrument badge
  5. Trade button – opens the order book
  6. Trading suspended – a small lock icon replaces the Trade button and the order book can not be accessed at the time.
  7. Trading in private – this syndicate is available only to selected investors, including you.
The information about the investment opportunities profiled on this website is provided for general information and marketing purposes only and should not be considered an invitation or inducement to engage in any investment activity. Complete and comprehensive information about an investment opportunity is only available only to investors who have been approved by a Funderbeam group entity.

You should ensure you carefully read the Risk Disclosure Statement before deciding to proceed with any investment or transaction, including making a purchase of securities via the Marketplace. Funderbeam has taken steps to ensure that company and securities offering information is clear, fair and not misleading in accordance with its internal verification procedures. Funderbeam does not provide investment advice or any recommendation to invest. Any investment opportunity on this website should not be considered as an offer to the public and is not directed at or offered to anyone to whom it may not be so directed or offered, or located in a jurisdiction where it is unlawful to do so.

This page provides you with an overview of the services provided by different entities belonging to Funderbeam Group. In this page, we generally refer to the group as “Funderbeam”, “we”, “us” or “our”.

It is important to note that funds are raised, investments are made and trade orders are placed through three investment firm service provider entities: Funderbeam Markets AS (FBAS) (authorised and regulated by the Estonian Financial Supervision Authority under permit 4.1-1/212), Funderbeam Markets Limited (FML (authorised and regulated by the UK Financial Conduct Authority under FRN 794918), and Funderbeam Markets Pte. Ltd., (FB Pte) (licensed and regulated by the Monetary Authority of Singapore under Capital Markets Services (CMS) license CMS100863). FBAS and FML are MIFID investment firms.

A Funderbeam client (whether investor or company) is a client of the service provider and under the protection of the requirements of the regulator under which that service provider operates: An EEA client’s service provider is FBAS, a UK/ non-EEA/ non-Singapore client’s service provider is FML, and a Singapore client’s service provider is FB Pte.

The Marketplace is operated as an organised market by Funderbeam Markets Pte. Ltd., in Singapore as a Recognised Market Operator (RMO) under the supervision of the Monetary Authority of Singapore. FBAS and FML are Trading Members of the RMO’s Marketplace. Access to the Marketplace for EEA and non-EEA clients is only provided by and through such clients’ service provider (ie FBAS or FML). The Marketplace does not provide services directly to investors outside Singapore.

With respect to any securities or investments offered by a US domiciled Fundraising Company, by visiting this site you confirm you are not a US resident or US person (as defined in Regulation S of the U.S. Securities Act of 1933) and you understand and agree that you are not acquiring any Investments for the account or benefit of any such US resident or US person. No investment opportunity in a US domiciled Fundraising Company is directed at US persons.