Directive Investments Section#
The Section: Investments Section lists all individual investments associated with the transaction directive.
Overview#
The Investments section appears below the Info section and displays a detailed table of all investments included in the directive.
Investment Table#
The investments table contains the following columns:
Investor Information#
Column: Investor - Name of the investor
Column: Contact Information - Email and phone number
Investment Details#
Column: Offering Year - The year of the investment offering
Column: Shares - Number of shares for this investment
Column: Amount - Dollar amount of the investment
Column: Investment Date - Date when the investment was made
Table Features#
Sorting#
Click on any column header to sort by that field
Click again to reverse the sort order
Pagination#
Use pagination controls at the bottom for directives with many investments
Adjust the number of records displayed per page
Export Options#
Export the investment list to Excel or CSV format
Print the investment details
Investment Status Indicators#
Each investment row may include status indicators:
Green Option: [Success] - Investment processed successfully
Orange Option: [Pending] - Investment pending processing
Reference to [Failed] item[Failed] - Investment failed or rejected
Tip
Click on an investor’s name to navigate to their detailed investor profile for more information.