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Investor dashboard

Introduction

The dashboard is the home page of your investor area. From here you access all features and get an overview of your activity on Genkibo.


Opening the dashboard

After sign-in, you are automatically redirected to your investor dashboard. You can return anytime by clicking “Dashboard” in the navigation menu.


Dashboard elements

1. Overview of your investments

The dashboard shows key indicators for your activity:

  • Number of active investments: how many offers you are currently funding.
  • Total amount invested: the sum of all your ongoing investments.
  • Expected returns: the total amount you should receive.
  • Returns received: what you have already received.

2. Your latest investments

A list of recent investments with:

  • Offer name / company name
  • Amount invested
  • Payment status
  • Creation date

3. Upcoming due dates

A snapshot of your payment schedule: the next dates when you should receive returns.

4. Suggested offers

Recommended investment offers based on your profile, preferences, and past investments.


From the dashboard, the menu opens the following sections:

SectionDescription
DashboardHome page with indicators
CompaniesExplore available companies
ProjectsExplore ongoing projects
My investmentsList of all your investments
ReturnsDistributions you received
ScheduleDue date calendar
AccountsManage your accounts
ChatMessaging with support
SettingsAccount configuration

Quick profile

At the top of the page, your quick profile shows:

  • Profile photo
  • Your name
  • Your account type
  • Quick access to settings and sign-out

Notifications

A notifications icon in the navigation bar informs you of important events:

  • Updates to your investment status
  • Receipt of a return
  • Messages from support
  • New offers matching your criteria

Subscription status

The dashboard also shows your subscription status:

  • Active subscription (type and expiry date)
  • Inactive subscription (with an invitation to subscribe)

If your subscription is expired or inactive, some features may be restricted.


Previous: Chapter 2 — Sign up & Log in Next: Module 2 — Explore investment offers