Dapp Features

Account Creation

Users can sign up for WeInvest, and be registered with multiple organizations, to trade various assets. There are no organizations that allow you to trade native crypto and U.S. stocks. The WeInvest DAO allows you to register just once, to be fully-verified with our Fintech partners.

Fund Your Account

Connect to any bank to fund your account. The WeInvest DAO currently uses Plaid for account aggregation. Users have requested that we implement Yodlee, and we have begun exploration as to the viability of this solution.

Unlimited Watchlists

Create watchlists to track your assets. Manage crypto and stocks within the same watchlist. When viewing any crypto or stock asset, click to add the asset to a watchlist.

Unlimited Mixed Portfolios

Create portfolios to track your crypto and stock investments. Give your portfolio a name and description. Search for assets to add to your portfolio. Track your asset performance, with search, filter, and sort capabilities in our portfolio grids. View candlestick and linecharts for the performance of the portfolio assets, for the past 90 days.

Search for any asset from any page. Use our auto-suggest feature, to easily find assets. Click or tap to view asset details.

Trade Crypto

View best-in-class charts from TradingView, for all supported crypto assets. Our APIs search all social media channels, including Twitter, Reddit, and Instagram, for relevant social media news for the cryptocurrency you’re viewing. View published crypto news from reputable crypto media sources. View crypto prices, history, market cap, and other relevant market data for all crypto. Instantly trade 23 cryptocurrencies.

Trade Stock

View TradingView charts on stock pages. Search for any U.S. stock or ETF. View published stock news from multple stock news aggregrators, including IEX and Polygon. Instantly trade over 2000 fractional shares of the top stocks.

Trade Crypto for Stocks

Many of our users have requested to trade crypto for stocks. Now they can. Trade cryptocurrencies from your wallet, for fractionalized shares. Orders typically settle within seconds, during market hours.

Other members of the community will also build platforms. Members have expressed interest in automated trading, with bots, and machine learning. Others have discussed building robust mixed asset community governed indices. The possibilities are limitless.

KYC and AML Requirements

Trading securities are regulated by FINRA (Financial Industry Regulatory Authority). All users of the have undergone KYC for AML and money laundering policies. WeInvest takes a contrarian stance on this subject. The crypto community at large, is opposed to the invasion of privacy that comes with KYC. However, knowing your customers comes with many benefits. The details are outside the scope of this paper.

Unidentified individuals have limited capabilities on our platforms, and may be limited to exclusively trading cryptocurrencies on decentralized exchanges and platforms.

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