First you need to log into Investy platform, to see how to do this click HERE.


Option 1

Click on "Portfolio" in the left part of a display.

You will see the main screen "Create Portfolio".

Portfolio creating is connected with 4 basic cryptocurrencies: BTC, ETH, USDT, XMR (a portfolio is connected with Poloniex stock exchange). There are cryptocurrency pairs on each tab.

The "Portfolio amount" field is intended for entering the amount of basic cryptocurrency from which the portfolio will be created.

The "Portfolio name" field is intended for entering the name of the portfolio.

To add cryptocurrency to the portfolio, select it from the menu on the left. The selected cryptocurrency will appear in the table on the right.

The table consists of 4 columns:
The "Asset" column is the name of the selected cryptocurrency.
The "Value" column is the amount of this cryptocurrency for the portfolio.
The "%" column is a percentage, relative to the basic cryptocurrency.
The "BTC Value" column is the value of the selected cryptocurrency in the equivalent of the value to the basic cryptocurrency.
The fields "Value", "%", "BTC Value" are active for filling.


As an example, fill in the fields in the table highlighted in yellow. The remaining fields are automatically calculated.

"Available" shows how much basic currency remains.
"Total" shows the value of the entire portfolio.


The convenience of creating a portfolio is the ability to choose how to create it. So, you can add to the portfolio the amount of cryptocurrency or display its percentage in the portfolio or in the equivalent value to the basic cryptocurrency.


If the basic currency is not enough to form a portfolio, then "Available" will show how much is missing.

To create a portfolio, fill in the table in such a way that "Available" and "Total" are green and have a positive value. 

A tick in front of "Public portfolio" will make a portfolio public. In this case, you need to specify the price of subscription for your portfolio for investors.


You may create a public portfolio only if you agree with the terms of use. To do this put a tick next to "Agree with terms" and click "CREATE"

If the portfolio has been successfully created, then you will see "Portfolio successfully added" in the upper part.

To see the created portfolio, scroll the page down to "My portfolios".


Option 2

If you have a created portfolio, you can make it public.

Click on "Portfolio" in the left part of a display. 

Scroll the page down to "My portfolios".

Select a portfolio, which you would like to make public and click "PUBLIC".

In the appeared window enter the price of subscription for your portfolio for investors in the "Enter the cost of the subscription" field.

Check the "Agree with terms" box and click "Publish".

Your portfolio will become public and in 5 minutes will be displayed in the "Marketplace" of Investy platform.


F.A.Q.