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Investments
Investments
20 articles
how-to
How a child creates their own investment
Let a child set up an investment from their own dashboard.
How a child deposits into an investment
Add more allocation to a simulated investment from the child account.
How a child withdraws from an investment
Reduce the child’s exposure by withdrawing from the simulated position.
How to create a child investment
Set up a simulated investment so a child can learn the basics of market participation.
How to create a first investment for a new child
Use a simple starter investment to teach portfolio basics.
How to create investments in bulk
Create more than one child investment from a single workflow.
How to delete a child investment
Remove an investment when the position should no longer exist.
How to edit a child investment
Adjust the child’s simulated investment when the setup needs to change.
How to restart an investment after a target change
Update the investment when the educational plan needs to reset.
reference
How a child views their investment
Open a child-side investment detail page and inspect the current value.
How to check investment history from the kid dashboard
Review the investment record to understand what changed and when.
How to compare investments across the family
Use the family-wide investment list to compare progress and activity.
How to view a child investment
Open the child investment detail page and inspect the current position.
How to view all family investments
Check every investment in one family-wide list before making changes.
How to view all investments on a child account
Check the full child investment list before you add more funds.
explainer
How investment gains appear in the kid view
See how a child experiences gains and losses from the simulated market side.
How investment losses flow back through the simulation
Understand how the allocation changes when an investment drops in value.
How to explain the investment illusion to a child
Keep the child-facing story simple while the simulation layer handles the parent-side mechanics.
troubleshooting
How to fix a missing investment update
Troubleshoot a child investment that did not reflect the latest change.
How to handle an investment that should be removed
Delete the position when the account no longer needs the simulated holding.
