Investing The Investment portfolio section shows the current status and activity of each Auto Invest strategy.
Status
Shows whether the strategy is currently active or stopped. An active strategy may make new investments when funds and matching investments are available. A stopped strategy does not make new investments.
Active portfolio
The amount currently invested through the strategy and not yet repaid. This figure may increase when new investments are made and decrease when principal is repaid.
Portfolio size — limit
The maximum amount that may be actively invested through the strategy at one time. Once the active portfolio reaches this limit, the strategy stops making additional investments unless capacity becomes available following repayments.
Invested during entire period
The cumulative amount invested by the strategy since it was created. This figure may include capital that was repaid and later reinvested. It can therefore be higher than the portfolio-size limit.
Example: A strategy has a portfolio-size limit of €1,000. Over time, the original €1,000 is repaid and reinvested twice. The strategy may still have no more than €1,000 actively invested at one time, while Invested during entire period may show €3,000.
