Overview Page

The Account Overview page is a key feature of FU Capital, designed to give you a comprehensive snapshot of your portfolio. Here's why it's essential:

  • Account Details: The Account Overview page provides a quick and easy way to see your available balance, deployed capital, total account value, and interest income, along with overall portfolio performance.

  • Actionable Insights: This information helps you make informed decisions about future addition of funds, withdrawals, and funding activities.

The Account Overview Page is structured to provide clear and actionable information at a glance.

Here’s a breakdown of each section shown above:

Header Section

  • Buy: This button directs you to the Market module, where you can view available loans and the funds available for each opportunity.

  • Add Funds: This button takes you to the Add and Withdraw Funds page, where you can transfer money into or out of your account.

  • Weekly Statement: This button leads to the Account Statement page, where you can view or download a detailed record of your account activity for a selected period.

Summary

This section provides a quick snapshot of your account:

  • Available Balance: The current amount of undeployed cash in your account.

  • Deployed Balance: The total amount of capital you have currently deployed in loans.

  • Pending Payments: The total outstanding amount owed by borrowers on your loans.

  • Total: The total value of all your account holdings, calculated as: Total = Available Funds + Deployed Funds

Total Income

This section provides an overview of your earnings:

  • Interest Income: The total interest earned on your loan positions to date. This might be further broken down by interest earned within a selected timeframe, which can be adjusted elsewhere on the dashboard.

  • Secondary Market Income: Income earned by selling loans purchased in the Primary Market at a profit. This feature will be available on our website soon.

Number of Claims

This section provides a count of your claims, their value in the corresponding currency, and the status of each claim (Active, Delayed, and Defaulted) where:

  • Active means that interest/principal payment is on time.

  • Delayed is when payment is delayed (max 60 days) .

  • Defaulted status means that payment due is over 60 days.

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