User Office / Portfolio

My Portfolio

Personal participation and portfolio overview for project references, performance records, revenue status placeholders, recovery placeholders, and Transfer Board review links.

User Office Boundary

PRODUCT_WORKFLOW

This User Office is a prelaunch controlled mock environment. Deposit, withdrawal, settlement, revenue, recovery, Transfer Board, and wallet transfer actions shown here are simulation or review-state controls only and do not execute real money movement or token transfer.

/my-portfolioParticipantAPI firstRefresh persistent

Participant portfolio command center

Review your project participation references, then open the Transfer Board to create or continue internal transfer, settlement, wallet, portfolio, ledger, audit, and notification records.

Current state

Evidence

Transfer requests: loading; financial workflows: loading.

Open Transfer Board Project detail Ledger trace

Participant portfolio runtimePostgreSQL portfolio trace recordsTransfer Board + Financial APIsProduction activation gated

Internal development/test execution record. Real investment solicitation, payment, settlement, wallet signing, rights transfer, regulatory filing, and commercial/legal effect occur only after required business licenses, contracts, legal review, and separate Production Activation approval.

Next reviewer

Participant / admin reviewer

Loading runtime/participant/transfer-board/requests + /financial/portfolioTransferBoardRequest / FinancialWorkflow / LedgerEvent

Portfolio runtime task composition

This portfolio surface is organized around the participant job: confirm what is persisted, see the next action, and follow trace links after refresh. API failure remains visible instead of being replaced by fixture success.

The screen is waiting for runtime data. Loading state is shown before any fallback content.

Transfer Board

Transfer Board state must be API-backed before persisted requests are counted.

Financial workflow

Financial workflow state connects payment, settlement, wallet, rights, and portfolio records.

Latest transfer

Pending

Latest transfer request should remain visible after browser refresh.

Latest financial trace

Pending

Latest financial workflow trace links to ledger and audit surfaces.

Abstract portfolio participation visual with project cards connected to review records. — Portfolio participation visualPortfolio participation visual for project references and controlled records.

Portfolio participation visualData remains outside image

Participant portfolio visual context

Portfolio visuals clarify the project/reference relationship only. Transfer Board requests, Financial Workflow rows, ledger events, audit traces, and notification links remain API/PostgreSQL-backed UI outside the image.

Portfolio action groupingAction hierarchy

Internal actions

Actions that are expected to create or read internal API/DB-backed workflow records.

Open Transfer BoardCreate or review a persisted TransferBoardRequest for AX-LOGI.Review financial workflowContinue revenue recovery, settlement, wallet, rights, and portfolio update review.

Navigation

Navigation links preserve context and do not execute external operations.

Project detailReview AX-LOGI detail and project lifecycle context.Ledger traceOpen the internal ledger trace for Transfer Board context.Audit traceOpen audit events connected to participant portfolio records.

Future gated

The product workflow exists internally; external effect is gated.

Live payment movementRequires future live activation, provider readiness, and owner approval.Wallet signing or token transferRequires custody/wallet approval and production environment configuration.

Portfolio evidence linksTrace readable

Project

AX-LOGI

Current AX-LOGI project identity and participation context.

Ledger

Transfer Board trace route with persisted request context when available.

Audit

Audit events created by Transfer Board and financial workflow actions.

Notifications

Notifications connected to participant workflow records.

Participant Journey Context

Participant reviewer context for the UIH-2 journey. Actions stay in Preview / Simulation / Controlled Mock mode and link to traceability rather than live execution.

ParticipantAX-LOGIPreview / SimulationNo live execution

My Portfolio

Review revenue recovery, distribution, settlement, wallet, and portfolio update previews.

Next route: Transfer Board.

Review Transfer Board View AX-LOGI Detail

Open user office

My Page

Review participant account readiness, notifications, and controlled mock controls.

Current

My Portfolio

Review revenue recovery, distribution, settlement, wallet, and portfolio update previews.

Run controlled transfer review

Transfer Board

Review Buy, Sell, Trade, matching, settlement, wallet, and portfolio update previews.

Inspect ledger reference

Internal Ledger Preview

Open sanitized ledger query context for read-only preview traceability.

Internal Ledger PreviewLEDGER-UIH2-AX-LOGI-PARTICIPANT-001 Audit PreviewAUD-UIH2-AX-LOGI-PARTICIPANT-001 Notification PreviewNOTIFY-UIH2-AX-LOGI-PARTICIPANT-001

Participant Core Launch Journey

Launch-fast-build participant path from role-aware home through AX-LOGI, portfolio, Transfer Board, ledger, audit, and notifications.

ParticipantAX-LOGIPreview / SimulationNo live execution

1Participant homeStart role-aware journeyUse the demo participant role to enter the launch flow without production auth.

2Project discoveryFind AX-LOGIReview public project cards and lifecycle readiness before opening a detail page.

3AX-LOGI detailUnderstand project contextRead project status, operation evidence, challenge entry, and Transfer Board entry.

4My PageOpen user officeReview participant account readiness, notifications, and controlled mock controls.

5My PortfolioCurrent routeReview portfolio activityReview revenue recovery, distribution, settlement, wallet, and portfolio update previews.

6Transfer BoardRun controlled transfer reviewReview Buy, Sell, Trade, matching, settlement, wallet, and portfolio update previews.

7Internal Ledger PreviewInspect ledger referenceOpen sanitized ledger query context for read-only preview traceability.

8Audit PreviewInspect audit referenceOpen sanitized audit query context for controlled preview traceability.

9User notificationsReview user-facing noticesOpen the user office notification center for participant-visible updates.

10Notification WorkflowInspect workflow inboxOpen the canonical workflow console for notification preview continuity.

Internal Ledger Preview IDLEDGER-UIH2-AX-LOGI-PARTICIPANT-001 Audit Preview IDAUD-UIH2-AX-LOGI-PARTICIPANT-001 Notification Preview IDNOTIFY-UIH2-AX-LOGI-PARTICIPANT-001

Participant launch boundary

PRODUCT_WORKFLOW

Participant launch journey runs with fixture-backed project discovery, frontend-local portfolio state, Transfer Board simulation, controlled record preview, internal ledger preview, audit preview, and notification preview only. Controlled Record ID: CR-UIH2-AX-LOGI-PARTICIPANT-001. No production provider call, real payment, real settlement, custody/wallet signing, token transfer, legal effect, final accounting ledger, or live activation occurs.

Persisted Transfer Board Requests

Transfer Board requests shown here are loaded through the API when available. A failed API state is visible instead of being hidden behind fixture success.

Data source

Portfolio route reads the Transfer Board API for persisted state.

Request count

Refresh should keep these records because they are DB-backed.

Latest request

none

Latest persisted request from the participant Transfer Board flow.

Persisted Financial Workflow

Participant portfolio financial state loaded from /financial/portfolio. Payment instruction, settlement simulation, wallet/custody reference, participation-right preview, portfolio reconciliation, treasury review, and trace evidence remain visible after refresh.

Data source

Financial workflow route calls the API for persisted state.

Workflow count

Repeat read and browser refresh should keep these records visible.

Latest workflow

none

Latest workflow ID created through the Financial API.

Live activation

not started

External production effects stay disabled until a future activation gate.

Empty state

No persisted financial workflow is available for this participant yet. Open Transfer Board and create a request to record the internal financial workflow.

Participating projects

Projects connected to this participant portfolio runtime surface.

Active participation

Projects with active simulated participation or watchlist status.

Operating projects

Projects with partner/operator activity visible to the user.

Pending review

Transfer and review items that remain approval-based.

Treasury workflows

Controlled deposit, withdrawal, settlement, and recovery controls.

Participating Projects

Project records shown here are personal references. They are not final financial statements, live account balances, or unrestricted exchange records.

Abstract smart logistics project concept with warehouse routes and robotics nodes. — Project concept visualProject concept visual for AX-LOGI logistics infrastructure.

AX Logistics Robotics

AX-LOGI · Operating

Governance-InvestedSimulated participation active

Target progress: 72%
Evidence: Evidence reviewed
Partner / Operator: Partner assigned
Lifecycle: Operating

View Project Detail Review Transfer Options View Operation Status Open Challenge Preview

AX Wellness Automation

AX-WELL · Pre-funding review

Watchlist

Target progress: 38%
Evidence: Evidence update pending
Partner / Operator: Partner shortlist prepared
Lifecycle: Pre-funding review

View Project Detail Review Transfer Options View Operation Status Open Challenge Preview

AX Farm Robotics

AX-FARM · Public discovery

Review candidate

Target progress: 24%
Evidence: Initial evidence package
Partner / Operator: Partner opportunity open
Lifecycle: Public discovery

View Project Detail Review Transfer Options View Operation Status Open Challenge Preview

Portfolio Revenue Recovery Preview

Portfolio revenue recovery is a controlled preview loop. It uses fixture data, settlement simulation, wallet transfer preview, portfolio update preview, controlled record preview, internal ledger preview, and audit preview without external execution.

Participant PortfolioControlled mockAudit preview linkedFixture preview only

AX Logistics Robotics

AX-LOGI · REV-REC-AX-LOGI-2026-Q2

Gross recovery: SIM_USD 12,500.00
Platform review fee: SIM_USD 625.00
Participant preview: SIM_USD 11,875.00
Distribution basis: Q2 2026 operation evidence and participant unit share preview

Revenue Recovery Preview

REV-REC-AX-LOGI-2026-Q2 is ready for Revenue Recovery Preview review.

Current
Recovery Event
Review the project recovery event and participant allocation basis.
Step 2
Distribution Review
Inspect the distribution preview before settlement simulation.
Step 3
Settlement Simulation
Create a settlement simulation review item for the recovery cycle.
Step 4
Wallet Transfer Preview
Open the wallet transfer preview path for participation-right units.
Step 5
Portfolio Update
Preview how the participant portfolio record would be updated.
Step 6
Controlled Record
Link controlled record, internal ledger, and audit preview references.

Internal Ledger Preview

lgp_ax_logi_revenue_recovery_2026_q2

Open Preview Reference

Audit Preview

aud_ax_logi_revenue_recovery_2026_q2

Open Preview Reference

Project Reference

AX-LOGI

Open Preview Reference

Recent Controlled Record Previews

Recent controlled record previews connect Transfer Board review, settlement simulation, wallet transfer preview, portfolio update preview, and audit-ready traces without changing live balances.

Revenue recovery preview onlyPortfolio Revenue Preview Linked

AX Logistics Robotics

AX-LOGI · Portfolio Revenue Recovery · Revenue Recovery Preview

Record Preview ID: crp_ax_logi_revenue_recovery_2026_q2
Workflow: Portfolio Revenue Recovery
Last event: Portfolio Revenue Preview Linked

Review Transfer Board View Project Detail Audit Preview Reference Ledger Preview Reference

Prelaunch dry-run previewPortfolio Preview Linked

AX Logistics Robotics

AX-LOGI · Transfer Request · Simulated participation active

Record Preview ID: crp_ax-logi_transfer_request
Workflow: Transfer Request
Last event: Portfolio Preview Linked

Review Transfer Board View Project Detail Audit Preview Reference Ledger Preview Reference

Prelaunch dry-run previewAudit Preview Linked

AX Wellness Automation

AX-WELL · Sell Order / List for Transfer · Watchlist

Record Preview ID: crp_ax-well_sell_order
Workflow: Sell Order / List for Transfer
Last event: Audit Preview Linked

Review Transfer Board View Project Detail Audit Preview Reference Ledger Preview Reference

Prelaunch dry-run previewProject Reference Linked

AX Farm Robotics

AX-FARM · Trade Request · Review candidate

Record Preview ID: crp_ax-farm_trade_request
Workflow: Trade Request
Last event: Project Reference Linked

Review Transfer Board View Project Detail Audit Preview Reference Ledger Preview Reference

These previews are not final financial statements and do not change live balances. Audit Logs and Ledger links are preview references only until a future live activation gate.

Recent Internal Ledger Previews

Recent internal ledger previews connect controlled record previews, audit preview events, settlement simulation, wallet transfer preview, participation rights movement preview, and portfolio update preview without final accounting effect.

Internal preview onlyAudit linkedPreview only

AX Logistics Robotics

AX-LOGI · Portfolio Revenue Recovery

Ledger Preview ID: lgp_ax_logi_revenue_recovery_2026_q2
Debit Preview: Debit Preview: Gross recovery SIM_USD 12,500.00 project recovery reference
Credit Preview: Credit Preview: SIM_USD 11,875.00 participant recovery reference
Participation rights movement: AX-LOGI-PU-DRY-RUN wallet transfer path preview
Settlement Simulation Link: Settlement Simulation ready for controlled review
Wallet Transfer Preview Link: AX-LOGI-PU-DRY-RUN wallet transfer path preview
Portfolio Update Preview: AX-LOGI recovery preview ready for participant portfolio record

Review Transfer Board Open Ledger Preview Audit Preview Link Project Detail

Internal preview onlyAudit linkedPreview only

AX Logistics Robotics

AX-LOGI · Transfer Request

Ledger Preview ID: lgp_ax-logi_transfer_request
Debit Preview: Debit Preview: buyer payable reference
Credit Preview: Credit Preview: seller receivable reference
Participation rights movement: AX-LOGI-PU-DRY-RUN movement preview
Settlement Simulation Link: Simulation preview only
Wallet Transfer Preview Link: Wallet path preview only
Portfolio Update Preview: Portfolio Update Preview only

Review Transfer Board Open Ledger Preview Audit Preview Link Project Detail

Internal preview onlyAudit linkedPreview only

AX Wellness Automation

AX-WELL · Sell Order / List for Transfer

Ledger Preview ID: lgp_ax-well_sell_order
Debit Preview: Debit Preview: buyer payable reference
Credit Preview: Credit Preview: seller receivable reference
Participation rights movement: AX-WELL-PU-DRY-RUN movement preview
Settlement Simulation Link: Simulation preview only
Wallet Transfer Preview Link: Wallet path preview only
Portfolio Update Preview: Portfolio Update Preview only

Review Transfer Board Open Ledger Preview Audit Preview Link Project Detail

Internal preview onlyAudit linkedPreview only

AX Farm Robotics

AX-FARM · Trade Request

Ledger Preview ID: lgp_ax-farm_trade_request
Debit Preview: Debit Preview: buyer payable reference
Credit Preview: Credit Preview: seller receivable reference
Participation rights movement: AX-FARM-PU-DRY-RUN movement preview
Settlement Simulation Link: Simulation preview only
Wallet Transfer Preview Link: Wallet path preview only
Portfolio Update Preview: Portfolio Update Preview only

Review Transfer Board Open Ledger Preview Audit Preview Link Project Detail

These ledger previews are not final financial statements and do not change live balances, settlement state, custody state, wallet state, or participation-right legal ownership.

Revenue / Performance / Recovery

Revenue, performance, and recovery tracking belongs in My Portfolio, with preview-state records linked to settlement simulation and audit review.

Revenue status

Available

Revenue Recovery Preview is available for AX-LOGI through fixture-backed participant portfolio data.

Performance record

Available

Performance record visibility is based on controlled project evidence and is not a guaranteed return.

Recovery / distribution

Available

Distribution Preview links to Settlement Simulation for controlled review.

Distribution preview

Available

Distribution preview remains a review-state scenario and does not create payout execution.

Return scenario

Available

Return scenario is a simulation input only. It is not a promise, yield, or guaranteed return.

Controlled Financial Operation Controls

Deposit, withdrawal, settlement, Transfer Board, and wallet concepts are internal controlled actions here. External execution remains activation-gated.

Mock Deposit Request

Draft

Controlled mock · Not live execution

AED demo amount reference

No real deposit. No money movement. Simulation only.

Simulation result / next step

Mock deposit request is ready for local review. No money movement has been initiated.

Mock Withdrawal Request

Draft

Dry-run control · Not live execution

Participant account review

No real withdrawal. No payout execution. Review required.

Simulation result / next step

Mock withdrawal request is a draft review item. No payout execution has been initiated.

Settlement Simulation

Ready for Simulation

Simulation · Not live execution

Recovery cycle preview

Simulation only. Not a final financial statement. No payout execution. No guaranteed return.

Simulation result / next step

Settlement simulation is ready to run locally without payout execution.

Revenue / Recovery Simulation

Scenario Draft

Review-state · Not live execution

Distribution preview

Projection only. No guaranteed return. Not a final financial statement.

Simulation result / next step

Revenue / recovery scenario is a draft projection for local review.

Transfer Board Mock Controls

Draft

Review required · Not live execution

Buy / Sell / Trade preview

Eligibility review required. Condition check required. Approval-based transfer. No live trade execution. No instant liquidity.

Simulation result / next step

Transfer Board mock controls are ready for an eligibility and condition-check path.

Wallet Transfer Preview

Preview

Preview only · Not live execution

Mock wallet transfer path

No live wallet activation. No real wallet transfer. No token movement. No custody.

Simulation result / next step

Wallet transfer path is a preview only and has not activated a wallet.

Transfer Board Action Controls

Transfer Board access is approval-based. It is not an unrestricted exchange or instant-liquidity surface.

Buy / Sell / Trade / Transfer controls are allowed here only as eligibility review, condition check, jurisdiction review, and approval-process previews.

Returns are not guaranteed. Eligibility and jurisdiction may apply. Transfer Board actions are subject to review and approval.

Review Transfer Board

Evidence / Validation Updates

Evidence and validation references keep mock controls auditable and clearly separated from live execution.

Latest evidence record · EVD-AX-LOGI-OPS-014

Available

Reviewed. Latest operation evidence is linked to the AX-LOGI project status page.

Controlled record · CTRL-MYPAGE-TRANSFER-002

Available

Review-state. Controlled record placeholder for participation and Transfer Board review activity.

Audit trail · AUD-MOCK-TREASURY-009

Available

Fixture-backed. Audit trail placeholder for mock treasury request visibility.