1. Investment Account:
This is the main account in our system, where your funds are held.
It exists in 5 currencies (PLN, EUR, USD, GBP, CHF).
All deposits, withdrawals, and transfers happen through the investment account.
Think of it as a “wallet” that holds money in different currencies.
2. Portfolio:
A portfolio is where your money is actively invested in stocks, ETFs, or funds.
You can have multiple portfolios under one investment account.
Portfolios are investment products, not accounts themselves.
Each portfolio can be managed independently: you can invest, monitor performance, or close it without affecting your investment account balance directly.
Key Point:
You cannot invest directly from your bank account. First, funds must be in your investment account.
Portfolios draw money from your investment account when you invest, and profits are credited back to the investment account.
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