Documentation

Learn how to use HarmonicaFinance — quick tutorials for the main workflows.

All Users

1
Log in
Navigate to the login page and enter your credentials. If you don't have an account yet, request a signup code from your administrator.
2
Explore the Dashboard
Admins see the Risk Command Center with AUM, positions, and alerts. Clients see a portfolio overview with their positions and upcoming events.
3
Navigate the App
Use the top navigation bar to access major areas. Press Cmd+K (or Ctrl+K) to open the global search — find companies, products, contacts, and more instantly.
4
Keyboard Shortcuts
Press ? at any time to see all available keyboard shortcuts. Use G then D for Dashboard, G then C for Calendar, and more.
5
Check Your Profile
Click your avatar in the top-right corner to access profile settings, branding options, and sign out.

All Users

Browse companies, view details, and find contacts.

1
Open the Address Book
Click "Address" in the navigation. Admins see all companies; clients see their assigned company.
2
Search & Filter
Use the search bar to find companies by name, city, or country. Filter by category (Client, Prospect, Issuer, Internal).
3
View Company Details
Click a company to open its detail page. Browse tabs for overview, contacts, documents, linked products, and pending items.
4
Find Contacts
Each company page lists associated contacts with their role, email, and phone number.

Admin

Upload termsheets, extract data, and take products live.

1
Upload a Termsheet
Go to Data Library → Upload and drop a termsheet PDF. The system accepts standard issuer termsheet formats.
2
Automatic Extraction
The AI extracts product details from the PDF — issuer, product type, dates, barriers, coupons, and underlyings.
3
Review Extracted Data
Check the parsed fields in the side panel. Fix any extraction errors in the editable form before proceeding.
4
Assign Company & Contact
Link the product to the relevant company, contact, and enter trade details (sales, fees, size).
5
Pending Queue
The product enters the Pending page with a step-by-step checklist. Complete each step: verify information, confirm subscription, record bank fulfillment.
6
Generate Fee Letter
If applicable, generate the fee letter from the pending card. The system auto-skips this step if the client fee is zero.
7
Go Live
Once all checklist steps are complete, the product automatically promotes to LIVE status and appears in the Data Library.

Admin

Track risk indicators, calendar events, and daily activity.

1
Dashboard Overview
The main dashboard shows stat cards for AUM, active positions, risk alerts, and near-maturity products. Click any card to drill in.
2
Risk Indicators
Color-coded badges throughout the app show barrier proximity and knock-in risk levels. Red means close to barrier, green means safe.
3
Calendar View
Navigate to Calendar to see all product lifecycle events — autocall observations (blue), coupon payments (yellow), maturities (red), and callable dates (purple).
4
Daily Log
Check the Daily Log for a date-by-date summary of new products issued, coupon payments due, and new trades entered.
5
Alerts & Notifications
The bell icon in the header shows price alerts and platform notifications. Set custom price alerts from any position's action menu.

Admin

Create, send, and track client invoices.

1
Open Invoices
Navigate to "Invoices" from the main navigation to see all invoices with their current status.
2
Create an Invoice
Click "New Invoice" and select the company, contact, dates, and currency. Add line items manually or prefill from an ISIN.
3
Preview & Send
Review the invoice PDF preview, then send it to the client via email. The status changes from Draft to Sent.
4
Track & Close
Monitor invoice status (Draft, Sent, Paid, Void) from the list page. Mark invoices as paid when payment is received, or void to cancel.

Advisor / Client

Review positions, risk indicators, and upcoming events.

1
Access Your Portfolio
From the dashboard, you'll see your portfolio overview with all active positions and current valuations.
2
Review Positions
Each position shows the product name, ISIN, notional amount, current market value, and status. Click a row for full details.
3
Understand Risk Indicators
Badges show how close each position is to its barrier. Green is safe, amber is approaching, red is near or breached.
4
Check Upcoming Events
View upcoming autocall observations, coupon payments, and maturity dates for your positions in the events section.