Wealth: what the participant you work as holds and can acquire

The Wealth group shows what you hold and can acquire, or, when you act for another person or organisation, what that participant holds:

its positions and transfers in Portfolio
the offerings and funds open to it in Invest
its orders in Trading
the multi-party exchanges it takes part in under Settlements
the votes on assets it holds in Votes

A holding opens from Portfolio, and an offering from Invest. Trading, Settlements and Votes appear when the organisation has the trading venue, XvP settlement and governance add-ons. Switch the participant in the account menu, and Portfolio, Holding, Invest, Offering and Trading show that participant's data. Portfolio explains which wallets it counts.

Portfolio

Review positions, value history and income, and collect pending returns ten at a time.

Holding

Read a holding's position and terms, then transfer, redeem, claim or convert.

Invest

Find the offerings and funds open to the active participant, then subscribe.

Offering

Review an offering's terms and progress, subscribe, and claim tokens or a refund.

Trading

Place orders on a permissioned venue, track buying power and escrow, and follow fills.

Settlements

Run a multi-party exchange in which every local leg moves in one transaction or none does.

Votes

Vote on assets you hold, follow results and, with the Governance role, manage votes.