Feature release: New portfolio page & investment insights

Navigating the world of investments demands clarity, precision, and instant access to your portfolio’s pulse. Recognizing this, we’re eager to roll out the all-new portfolio page on the Credix platform. Crafted with our institutional partners in mind, this feature promises a seamless blend of comprehensive insights and user-friendly design.

Elevate your investment overview

The portfolio page starts with a summary section, a concise real-time snapshot of:

• Your portfolio’s overall value
• The distribution of your investment
• Available withdrawal amounts across our diverse deals and pools

Dive deeper into your allocations

For those who crave a more granular understanding, the Allocation table offers a deeper dive into the portfolio. Here, you can delve into:

• Tranche seniorities
• Exposure metrics, both in USD and as a portfolio percentage
• Investment specifics, from geography to asset type and borrower

Check your transaction track record

To help with your reconciliation and auditing duties, we are also launching a new transactions page where you can easily view your history of deposits and withdrawals.

Full transparency of all platform repayments

Access a complete view of received amounts on the Repayment History page in Credix. Explore each deal or tranche’s track record, or move to the transaction page for further details.

Seamless Data Export

With ease of integration in mind, we’ve ensured that this table can be effortlessly exported to CSV. This ensures that you can merge your Credix insights with your preferred analytical tools, maintaining the flow of your investment analysis.

Coming next

This is the first of a series of blog posts about new investor-related features. Stay tuned as we continue to unveil more advancements, such as:

• Overview of investor repayments
• Portfolio and individual investment returns

You can also expect new graphs and visualizations to come your way soon!

For now, if you’re already on the platform, select “Your Portfolio” from the sidebar, and experience it yourself.

Have any feedback for the product team? Please reach out to growth@credix.finance; we’d love to hear your thoughts!