Fund Groups

Fund Groups let you organize Fund Accounts and Users into custom groups across different levels, enabling in-depth strategy and team analysis within the Portfolio module.

Creating Fund Structures

The Fund Groups module, accessed via the icon at the top right corner of Hyperion, allows Owner/Admins to create and customize your Organization's fund structures and groups. Hyperion supports the creation of multiple fund structures with up to 4 Fund Group levels. By default, these levels are:

• Level 1: Fund

• Level 2: Portfolio

• Level 3: Strategy

• Level 4: Sub-strategy

To create your first fund structure, follow these steps:

1. Name and save your first Fund

2. Continue naming and saving Fund Groups under your first Fund at the same or different levels (Portfolio/Strategy/Sub-strategy) by hovering next to each Fund Group to click on the icon (Optional)

To set up additional fund structures, click "Add Fund" at the bottom left of the Fund Groups page. Once your Fund Groups are created, you can assign accounts and manage user access for each group.

Fund Group Levels

The default Fund Group levels can be modified by clicking the icon next to the "Add Fund" button to release the dialog below. Through this dialog, Owner/Admins can rename Fund Group levels or leave them unnamed.

Unnamed Fund Group levels can still be utilized in a fund structure but will be named "Fund Group Level {x}". Once a named Fund Group level is used in any fund structure, it cannot be left unnamed.

Access Controls

Each Fund Group at a higher level is considered the parent of the Fund Group below it, known as the child Fund Group. Parent Fund Groups automatically gain access to the portfolio data of all Fund Accounts within their child Fund Groups. Similarly, users assigned to a parent Fund Group automatically receive access to all its child Fund Groups and the portfolio data of all Fund Accounts within those child Fund Groups.

Assigning Accounts

To assign Fund Accounts to a Fund Group, follow these steps:

1. Click on the relevant Fund Group to reveal its information panel

2. Click "Manage" next to the Assigned Accounts section

3. Select the Fund Accounts you want to add to the Fund Group from the list of unassigned exchange keys and/or wallets

Assigning Users

To assign Users to a Fund Group, follow these steps:

1. Click on the relevant Fund Group to reveal its information panel

2. Click "Manage" next to the Assigned Users section

3. Select the Users you want to add to the Fund Group from the list of Users