Invest Master

Sign in to manage client portfolios & Telegram alerts

Secure Session • Instant Telegram Synchronization

Invest Panel

Admin Workspace
Admin System Manager

Dashboard Overview

Checking Bot...
Grand Total Active

$0.00

Total Registered Clients

0

Active Tasks / Records

0

Settled Cycles History

0

Client Portfolios

Live breakdown of total invested amount per client

Management Quick Actions

One-click system controls and reports

Investment Records

Manage, filter, add, edit, or settle individual client tasks

# Client Date Task Name Description Amount (USD) Actions

Registered Clients

Manage Telegram user mappings, messaging, and balance overviews

Client Name Telegram Chat ID Active Tasks Total Invested Quick Actions

Settlement History Ledger

Archive of all finalized and settled investment cycles with 1-click PDF download

Settlement ID Settled Date Client Tasks Cleared Settled Amount Archived Statement

Client PDF Generator

Select a client to instantly preview, download or send PDF via Telegram


Consolidated Master PDF

One master statement covering all clients with subtotal summaries

JSON Snapshot Backups

Manual and automated backups saved in data/backups/

Admin & Telegram Configuration

Configure credentials and bot settings without touching code files

Password clients must type in Telegram to register themselves.
Telegram ID where admin reports and alerts will be sent.
When enabled, registered clients will have the "View Invest" button in Telegram to request their PDF statements. When disabled, the button is removed and statement viewing via bot is blocked.

Add New Client

New Investment Record

Quick Templates:
Quick Amounts:
Press Ctrl + Enter to save

Batch Add Investments

# Task Name Amount ($) Description / Details (Notes, Links) Del
Total: $0.00 (0 items)

Telegram Message / Broadcast

You can use *bold*, _italic_, and `code` formatting.

Keyboard Shortcuts

Open New Investment Modal
Alt + N
Submit / Save Modal Form
Ctrl + Enter
Close Current Modal
Esc
Focus Search Input
Ctrl + K or /
Create Instant JSON Backup
Alt + B
Go to Dashboard Tab
Alt + D
Go to Investments Tab
Alt + I
Go to Clients Tab
Alt + C
Go to Settlements Ledger
Alt + L
Go to PDF Reports Tab
Alt + R
Go to Settings Tab
Alt + S

Settle & Complete Investments

Are you sure you want to complete and settle the investment balance for ?

This will archive the cycle into the Settlement Ledger, create a JSON backup, notify the client, and reset their active balance to $0.00.

Settle All Client Cycles

Are you sure you want to complete all active cycles for EVERY client?

All active records will be archived into the Settlements Ledger, backed up in data/backups/, and cleared.