CREATE ACCOUNT

Create your access point.

The account is built in short blocks. Optional context can be skipped, but each block is saved so a refresh does not wipe the work.

5 onboarding blocks Encrypted autosave idle

REQUIRED BLOCK

Access setup

Start with the credentials and the interface language.

Email address

Interface language

Password

Use 8+ characters with mixed letters, numbers or symbols.

Confirm password

English Portugues (Brasil) Espanol Francais Deutsch

Credentials in the draft are encrypted on the server. Passwords only become permanent after secure hashing on final submit.

REQUIRED BLOCK

How should the account present itself?

This decision changes the language used later in profile, wallet context, public surfaces and exported material.

Individual Investor Best for a personal investor building a clear public record. Personal name Wallet context Public signal Manager / Asset Manager Built for managers, advisors and independent operators presenting a mandate. Mandate framing Client-facing presence Track depth Investment Fund Entity-led presentation for a fund, vehicle or pooled strategy. Fund identity Reference benchmark Record maturity Institution Institutional profile for firms that need a professional reporting shell. Entity-first profile Reporting line Risk policy

REQUIRED BLOCK

Reporting context

Wallet, profile and analytics reuse this base immediately. Country can stay blank for now, but the reporting currency should be declared from day one.

Primary reporting currency

Country / jurisdiction

Optional for now. Useful for wallet reporting, exported PDF and market framing.

OPTIONAL BLOCK

Strategy context

This block helps analytics, profile framing and wallet benchmarks read more naturally. Skip it if you want to finish the account first.

Main benchmark

Primary objective

Risk posture

Track depth

FINAL BLOCK

Identity and launch

Optional identity fields can stay blank. The only final requirement here is accepting the terms to open the workspace.

First name

Last name

Entity / firm name

Professional profiles lead with the entity name in the public shell.

Website

Twitter / X

How did you hear about us?

Language English

Profile mode Individual Investor

Reporting base Not declared yet

I agree with the Terms of Service and Privacy Policy.

Optional identity fields can be completed later in settings. Ready to open the workspace.

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Build the record before the reputation.

Create your access point.

Access setup

How should the account present itself?

Reporting context

Strategy context

Identity and launch