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Fund Manager Tutorial

The fund managers are given access to a list of your very own agreement along with the option to create new agreements. Navigate to the “My Agreements” tab on the sidebar to start.

Creating an Agreement

Follow the following steps to create an agreement:

  1. Click on the “Create Agreement” button at the top right area of the tab.
  2. A pop-up will appear
  3. Fill in all the necessary fields (Target Return Rate, Collateral Amount, Collateral Rate, etc.). Note that you’re able to change the type of coins on the collateral amount by pressing the dropdown button.
  4. Click on “Create”

There are two important toggles to pay attention to before CREATING your agreement.

Clients may enter after all collateral has been used The agreement will allow clients to enter even after the collateral amount is used up.
Agreements will be published immediately The agreement will skip the “New” tab and will be published to the clients immediately. By default, your agreements will show up on the “New” sub-tab once the creation process is completed.


Editing an Agreement

The “New” sub-tab will show you all the agreements that you have made but have yet to publish. Agreements listed here will not be available to the clients. They will not be able to see nor enter the agreements, enabling the fund manager to edit the agreement before publishing them.


Follow the following steps to edit an agreement:

  1. Press the “Edit” button on the corresponding agreement. A pop-up will appear.
  2. Change/Edit the value of your agreement.
  3. Click “Update” to confirm the changes.

Publishing an Agreement

Follow the following steps to publish an agreement:

  1. Click on the “Publish” button on the corresponding agreement. A pop-up will appear.
  2. Click on “Publish” once again to confirm your action and publish the agreement.

You will notice that your agreement has moved to the “Active” sub-tab. Please note that once an agreement was published and entered by a client, the fund manager will not be able to edit the agreement anymore.


Managing Active Agreements

The “Active” sub-tab will show you all the active agreements you have. This refers to all agreements that have been published and made visible to the clients. You can track the status of each agreement and manage them here.



The main status that you should pay attention to are; “Clients have entered”, “Clients may enter”, and “Active”.

Clients may enter Refers to when there is no client inside your agreement. In this case, you are still able to delete the agreement to unpublish them. Click on the “Delete” button to do that.
Clients have entered Refers to when there is at least one client inside your agreement but the contract has yet to start. You can’t delete the agreement in this case and will need to wait for the starting countdown before being able to use the funds on a trade.
Waiting for Activation Refers to when your agreement is in the contract duration but has yet to be activated for trading. You will need to activate the trade.
Active Refers to when your agreement is in the contract duration and the funds are locked in. This means that you are now eligible to trade using your client’s fund on CryptoHelp. Client on “Trade” and you will be redirected to the third tab, “Trade”.


Trading on CryptoHelp

CryptoHelp is currently integrated with two Decentralized Exchange Platforms (DEX’es); Uniswap (Ethereum Network) and Pancake Swap (BSC). 


DEX’es refers to a platform that connects cryptocurrency buyers and sellers. Buyers and sellers can make transactions with each other without the involvement of brokers. In contrast, Centralized Exchanges (CEX) refers to a broker that facilitates cryptocurrency trading and they will charge a fee for their service.


CryptoHelp uses the integration inside the smart contract, enabling the fund manager to execute the transaction through it for additional security. Below is the visualization of how these integrations work on CryptoHelp. 


*The ones with red font have yet to be integrated in CryptoHelp. We will have more integrations in the future. For example; yield farming (cream.finance)*


The “Trade” tab will allow the funds to be traded on these platforms without the need to withdraw any funds to their personal wallet.


The “Trade” tab will be where you can allocate your client’s fund and make trades. Each agreement will be separated by a distinct box, allowing 4 active positions to be made at a time.



Follow the following steps to enter a position (buy):

  1. Click on the “Buy” button”. A pop-up will appear.
  2. Fill in the number of tokens that you wish to convert and select the token that you wish to buy by clicking on the “Select a token” drop-down menu.
  3. Click “Confirm”.

The selling process works in a similar way.



Price Impact

Every trade made on cryptocurrency assent will impact its price. Buy trades push the price of a given asset higher by exhausting the cheapest sell orders in the order book, while the opposite happens for sell trades. The extent to which the price moves as a result of trades largely depends on the liquidity of the trading pair affected. More liquid trading pairs will see a smaller price impact than those with lower trading volumes.


Liquidity Fee

A DEX usually has a liquidity provider to maintain the liquidity of a market and there is a fee to use their service. This is called the “liquidity provider fee”. The trades you made on any DEX will be subjected to it. 


The liquidity fee for UniSwap is 0.3% while PancakeSwap charges 0.2%.

Closing an Agreement

The fund managers are eligible to close an agreement prior to its end duration. The result of the agreement will be calculated normally based on its target return rate and collateral rate.


To close an agreement, navigate to the “Active” sub-tab on the “My Agreements” tab and click on the “Close” button on the corresponding agreement.

Settling an Agreement


Let’s take a look at the last sub-tab, “Complete”.


The “Complete” sub-tab will show you all of the agreements that have been completed. This includes past agreements as well as newly completed agreements. There are 3 different statuses that you can find in this sub-tab.

Expired An agreement that has exceeded its end date. This means that you can settle your investment according to the target return rate written on the agreement. Before settling the agreement, you can view the result of your investment using the “View” button of the corresponding contract.
Closed An agreement that was closed prior to its end duration. This means that the fund manager has marked the agreement as completed before the end date written on the agreement. When an agreement is in this state, you can settle your investment according to the target return rate written on the agreement. Before settling the agreement, you can view the result of your investment using the “View” button of the corresponding contract.
Settled Refers to a completed agreement. This means that the funds have been returned to the user according to the target return rate specified in the agreement.



An agreement can be settled if their status was marked as ‘Expired’ or ‘Closed’. Follow the following steps to settle an agreement:

  1. Click on the “Settle” button of the corresponding agreement. A pop-up will appear, showing a summary of the result.
  2. Click on the “Finalize” button to settle the contract
  3. Click on the “Settle” button to confirm the transaction.

After the process is completed, you will see the funds withdrawn to your wallet.

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