Welcome to the tutorial for CryptoHelp's client section.
Today, I will be walking you through the features that are available to you as a client.
I will show you how to navigate through the application, explain its usage, and run you through the process of entering an agreement.
After logging into your account, you will be directed to the Client view by default. This view will allow you to access your account’s dashboard (Dashboard tab), the open agreements made by fund managers (Open Agreements tab), and the agreements that you have entered (Entered tab).
The first tab that will be displayed to you after logging in is the Open Agreements tab. You will be able to see a list of agreements made by fund managers.
As a Client, you are now able to enter the agreement listed here.
Let’s take a look at the 3 different tabs and features available to you on the application.
The first tab is the Dashboard Tab.
This tab can show you the total balance in your wallet. You can also refer to the graph displayed here for an overview of how your balance changes in the span of a week, a month, and a year. You will be able to view your total balance in terms of USD here.
If you scroll down, you will be able to see the current balance of your wallet in a list format. You can filter them by clicking on the sub-tabs above them to filter the balance in the respective network.
Another feature on this tab is that you can send and receive tokens between users.
To send tokens,
To receive tokens,
Let’s move on to the next tab
The second tab is the “Open Agreements” tab. This is the default tab available to you when you first access the application and logging into your account.
The difference between having logged in is that you can now enter the agreements made by fund managers.
Before that, let’s take a look at the agreements in more detail.
You can use the filters on top of the agreement to filter the agreements that suit you. The agreements can be filtered based on two factors; their minimum collateral and minimum duration.
Fill in the minimum amount for collateral and choose its tokens to filter the list by their minimum collateral amount. Or you can click on the “Minimum Duration” dropdown button and choose a duration to filter it based on its duration.
Alternatively, you can also choose to sort the agreements in an ascending or descending order of each column by clicking on the column’s title.
Once you have chosen the agreement you wish to enter, follow these steps to enter the agreement:
The agreements that you have entered will then be added to your portfolio. You can access this list by going to the last tab, the “Entered” tab.
Navigate to the “Entered” tab to view your active contract.
The Entered Tab is divided into two different sub-tabs; ‘Active’ and ‘Complete’. You can find your active agreements in the Active sub-tab and any of your completed agreements in the ‘Complete’ sub-tab.
Here, you will be able to monitor the ‘Status’ of your agreement.
There are 5 types of status that you can find in this tab; Clients May Enter, Deposit Locked-In, Ready to Close, Closed, and Settled.
The first one is “Clients May Enter”.
This status means that although you have entered the agreement, the agreement is still open to other clients, allowing them to enter the same agreement. During this period, you can still opt out of the agreement by clicking the “Withdraw” button for the corresponding agreement.
The “Deposit Locked-In” status.
This means that the agreement has been activated and entered the contract duration phase. The funds have now been locked in the agreement, allowing the fund manager to manage the funds allocated inside. You will not be able to withdraw from the agreement in this phase
The “Ready to Close” status.
Your agreement will have this status once the contract duration of the agreement has ended. You, as a client, can choose to close the agreement to stop any trading activities.
To do this,
This will change the status of the agreement to the Closed status.
Please note that the fund manager also has this privilege and you might not see this status on your agreement
Aside from the Active and Complete sub-tab, a completion panel may appear on top of your other agreements to notify you of agreements that have at least reached the closed status.
The Closed status is divided into two steps, the first half and the second half.
The first half means that the agreement has been closed by either the fund manager or the client. Any trading activities have been stopped and you will be able to see the detailed result of your investment using the “View” button of the corresponding contract. To continue to the next half, press on the “Close” button
The second half refers to a completed agreement. Your coins have been converted back to the original stable tokens you used to invest in the agreement. You can move on to withdraw your funds by pressing the “Settle” button.
Pay attention to this example for settling an agreement:
The agreement has now been settled. The settled amount should be added to your wallet.
Any agreements that have been settled will have their status changed to Settled. You can view them on the last sub-tab, the Complete sub-tab.
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