Creating a portfolio in Hapi allows you to organize your investments according to your own personal objectives. Classifying it correctly helps you maintain better control and clarity over your decisions over time.
If you decide to make a portfolio visible to other users, a good classification and description helps explain how you organize it.
Hapi Securities LLC is a registered broker-dealer in the U.S. The platform is self-directed and does not provide investment advice or recommendations. No classification, category, objective, or portfolio structure implies expected results, future performance, or constitutes a recommendation.
Description
The description allows you to provide context about the purpose of the portfolio and how you use it. This information is for organizational purposes only and should not be used as a basis for investment decisions.
It is especially useful if:
You have multiple portfolios with different approaches.
You want to clarify the time horizon or general logic behind its organization.
You want to document a personal idea or criterion.
In the description, you can clarify, for example:
Whether the portfolio is intended for long-term or short-term use.
Whether it focuses on growth, income, or stability.
Whether it reflects a personal idea, theme, or learning approach.
The description is optional. It is informational and does not imply that the portfolio is suitable for other people.
Portfolio visibility
Public
A public portfolio can be viewed by other users within the platform. This option is useful if you want to:
Show how you organize your investments.
Share a general idea of tracking or classification.
Document your process transparently.
Public portfolios are not reviewed, approved, or validated by Hapi Securities. Content published by users is their sole responsibility and should not be interpreted as investment advice or recommendation.
Private
A private portfolio is only visible to you. It may be useful if:
You are testing a personal idea.
You want to organize your investments without sharing them.
You prefer to keep your investment decisions private.
Changing visibility does not affect your investments, only who can see the portfolio.
Category
The category allows you to classify the portfolio according to the type of assets or main theme. It serves as a general reference for organization and understanding. Categories are descriptive and do not represent an evaluation or recommendation.
Some common categories include:
ETFs: Portfolio primarily based on ETFs.
Dividends: Focused on assets that pay dividends. Dividends are not guaranteed and may change or be eliminated at any time.
Crypto: Related to digital assets. Crypto assets are not securities and are not protected by SIPC.
Growth: May include assets with growth potential, usually with higher volatility and risk.
Value: Based on assets with attractive valuation.
Tech: Concentrated in technology.
Sectorial: Focused on a specific sector.
Other: Mixed or personal approach.
Portfolio objective
Defining an objective helps you understand what you aim to achieve with that portfolio from your personal perspective.
Some examples of objectives include:
Growth: Increase value over time through changes in asset prices.
Income: Generate periodic income from dividends or interest (not guaranteed).
Capital preservation: Seek relatively lower volatility (no guarantee of protection).
Speculation: Investments with higher risk and potential for significant losses.
The objective serves as a personal guide and does not constitute a recommendation or guarantee results.
Risk level
The risk level generally describes how exposed the portfolio is to market volatility, based on your own criteria.
Aggressive: higher volatility.
Moderate: balance between risk and stability.
Conservative: relatively lower exposure.
Risk levels are subjective and may not reflect actual market behavior or future volatility. This classification is for informational purposes only and does not constitute a personalized assessment.
Order execution in portfolios
When you invest in a portfolio, you are submitting an order that groups multiple assets.
If you invest during regular market hours (9:30 a.m. – 4:00 p.m. ET), the order is sent for execution and may be executed immediately, depending on market conditions, liquidity, and availability.
If you invest outside regular market hours, the order:
Will not be executed immediately
Will be scheduled as a recurring order for the next business day
Will be processed when the market opens
The objective serves as a personal guide and does not constitute a recommendation or guarantee results.
Dividends in portfolios
If the assets within a portfolio generate dividends:
Dividends are not assigned to the custom portfolio
They are credited directly to your main portfolio (general account)
This applies even if you have dividend reinvestment (DRIP) enabled; reinvested shares will appear in your main portfolio.
Dividends depend on the issuer and are not guaranteed.
Additional important information
Fractional shares may not be transferable and may need to be liquidated before transferring or closing an account.
The Hapi platform is operated by Hapi Inc., while brokerage services are provided by Hapi Securities LLC.
Regulatory disclosure
Brokerage services are offered by Hapi Securities LLC, member of FINRA and SIPC. SIPC protects against the loss of securities in case of broker-dealer failure, but does not protect against losses due to market fluctuations. For more information, visit www.sipc.org.