Welcome to the tutorial for CryptoHelp's fund manager section.
Today, I will be walking you through the features that are available to you as a fund manager.
I will show you how to navigate through the application, explain its usage, run you through the process of creating an agreement, and the trading process.
You can access the Fund Manager’s view by choosing the ‘Fund Manager’ option on the toggle button in the application.
Similar to the Client’s view, there are 3 main tabs that you can access as a fund manager. They are the ‘My Agreement’ tab, ‘Dashboard’ tab, and ‘Trade’ tab.
I will explain the usage of each tab in more detail.
The first tab is the Dashboard Tab.
The dashboard tab can show you the total balance in your wallet. You can also refer to this graph 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 these sub-tabs 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 “My Agreements” tab.
The main function of this tab is similar the Entered tab on the client’s view. The difference is that the list visible here is a list of agreements made by you as a fund manager.
There are three sub-tabs available to you here; New, Active, and Complete.
The New sub-tab has the list of newly made agreements. Similar to the Entered tab on the client’s view, the list here is divided into several columns;
Follow the following steps to create an agreement:
There are two important toggles to pay attention to BEFORE creating your agreement.
A newly created agreement only has one status, ‘Unpublished’. It refers to agreements that are still not published to the clients on their Open Agreements tab.
Agreements listed here will not be available to the clients. They will not be able to see nor enter the agreements, enabling the fund manager to edit the agreement before publishing them.
Follow the following steps to edit an agreement:
When you’re ready to publish the agreement, hit publish and follow the following steps:
A published agreement will then move to the next sub-tab, the Active sub-tab.
Please note that once an agreement was published and entered by a client, the fund manager will not be able to edit the agreement anymore.
The list available on the Active sub-tab is the list of agreements that have been published to the client and are considered Active. There is one additional column in this tab, the Fund column. It refers to the total funds available inside the agreement.
Here, you will be able to monitor and manage your agreement.
To achieve this, you should understand the different statuses or phases present in an agreement life cycle.
There are 7 types of status in an agreement lifecycle; Clients May Enter, Clients Have Entered, Waiting for Activation, Active, Ready to Close, Closed, and Settled.
Clients May Enter
A newly published agreement usually has this status. It means that there’s no client who has entered the agreement. You can double-check this by checking the fund column and look at its value. An agreement with this status will have zero funds available.
In this phase, you still have the option to delete the agreement.
Clients Have Entered
If your agreement has this status, this means that there is at least one client who has entered your agreement. In this phase, you, as a fund manager, won’t be able to delete the agreement anymore. You can check the funds available inside this agreement on the fund column.
Waiting for Activation
If your agreement has this status, it means that the agreement has passed the period for clients to enter. A new countdown for contract duration will begin.
You can now activate this agreement to access the fund invested inside and trade using them.
Active
This status is equivalent to the Deposit Locked-In status in the client’s view. As a fund manager, you are now eligible to trade using the funds in the agreement.
To do this, click on the Trade button to be redirected to the third tab, the Trade Tab.
The trade tab is a bit unique.
By default, this tab will show you an empty tab. This is due to its function as a trading platform integrated with Uniswap/Pancake Swap on CryptoHelp.
It will allow you, the fund manager, to trade the funds on the integrated platform without the need to withdraw any funds to their personal wallet.
CryptoHelp is currently integrated with two Decentralized Exchange Platforms (DEX’es); Uniswap (Ethereum Network) and Pancake Swap (BSC).
DEX’es refers to a platform that connects cryptocurrency buyers and sellers. Buyers and sellers can make transactions with each other without the involvement of brokers. In contrast, Centralized Exchanges (CEX) refers to a broker that facilitates cryptocurrency trading and they will charge a fee for their service.
CryptoHelp uses the integration inside the smart contract, enabling the fund manager to execute the transaction through it for additional security. Below is the visualization of how these integrations work on CryptoHelp.
*The ones with red font have yet to be integrated in CryptoHelp. We will have more integrations in the future. For example; yield farming (cream.finance)*
Price Impact
Every trade made on cryptocurrency assent will impact its price. Buy trades push the price of a given asset higher by exhausting the cheapest sell orders in the order book, while the opposite happens for sell trades. The extent to which the price moves as a result of trades largely depends on the liquidity of the trading pair affected. More liquid trading pairs will see a smaller price impact than those with lower trading volumes.
Liquidity Fee
A DEX usually has a liquidity provider to maintain the liquidity of a market and there is a fee to use their service. This is called the “liquidity provider fee”. The trades you made on any DEX will be subjected to it.
The liquidity fee for UniSwap is 0.3% while PancakeSwap charges 0.2%.
The trading feature will only be shown when you have an active agreement on your account.
Here is an example of an active agreement.
Each agreement is separated using different blocks. You can view the live status of the agreement by referring to the top row of each block.
Each agreement can allow 4 active positions at a time.
Follow the following steps to enter a position (buy):
A new position will be listed inside the agreement. You can view the changes in your agreement by referring to the live status.
There are two actions that you can take after entering the first position; entering another position or exiting a position (selling).
To enter a new position, repeat the same steps as when you enter a position.
To exit a position,
If you chose to exchange all of your funds in that position, you will open up a new open slot inside the agreement block. If not, the slot won’t disappear but the funds allocated inside the slot will decrease.
As a fund manager, the trading feature will be available to you while the agreement is active. Once the duration period passes, you can close and complete the agreement.
You can do this by, going to the Active sub-tab in the My Agreements tab.
The agreement in this condition will have the Ready to Close status.
To close an agreement:
This action will close every position inside the agreement. It will automatically sell all the positions back into your original stable tokens.
Do note that the client also has the privilege of this action.
This will change the status of the agreement to the Closed status.
Aside from the New, 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 completion panel is an extended version of your complete sub-tab. You can find whatever listed on the completion panel on the third sub-tab, the Complete sub-tab.
The closed status is divided into two steps, the first half (Closed 1/2) and the second half (Closed 2/2).
Closed 1/2
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 and confirm the transaction.
Close 2/2
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.
Follow the following steps to settle an agreement:
The agreement has now been settled.
Settled
The final status of an agreement lifecycle. Any agreements that have been settled will have their status changed to Settled. Your funds should have been added to your wallet.
You can view them on the last sub-tab, the Complete sub-tab.
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