Track your investments
Introduction
After you invest, it is important to track how it evolves. Genkibo gives you the tools to stay informed at any time.
Opening your investment list
- From the main menu, click “My investments”.
- The list of all your investments appears.
Understanding the investment list
For each investment you see:
| Column | Description |
|---|---|
| Offer | Name of the investment offer |
| Company | Related company |
| Amount invested | Your contribution |
| Payin status | State of your payment |
| Expected returns | Total amount you should receive |
| Created on | When you invested |
Investment detail
Click an investment to open its detail page:
General information
- Offer summary (amount, rate of return, duration)
- Your specific contribution
- Overall investment status
Your payin
- Payin amount
- Payment method used
- Payment date
- Link to the invoice
Expected returns
- Total expected amount
- Payment schedule
- Returns already received
Investment statuses
An investment can have different statuses depending on progress:
| Status | Description |
|---|---|
| Awaiting payment | Payin created but not yet paid |
| Active | Payment confirmed, investment in progress |
| Return in progress | The company has started repaying |
| Completed | All returns have been paid |
| Canceled | The investment was canceled |
Tracking offer progress
From the investment page, you can view:
- Funding percentage reached on the offer
- Number of investors participating
- Updates from the company
Download your invoice
For each confirmed payin, a PDF invoice is available:
- Click the relevant investment.
- In the “Payin” section, click “View invoice”.
- The invoice opens as a PDF. You can download or print it.
Receiving updates
Genkibo notifies you automatically of important events related to your investments:
- Confirmation of your payment
- Closing of the offer (target reached)
- Payment of a return
- Reminder of an upcoming due date
These notifications arrive by email and through in-app notifications.
Managing multiple investments
If you have several active investments:
- Use filters to sort by status, amount, or date.
- The dashboard shows a consolidated summary of all your investments.
Previous: Module 3 — Invest in an offer Next: Module 5 — Investment returns