Overview

Investor Portal is a complete real estate investment management platform built with Laravel 12. It provides two fully isolated panels — Admin for managing the business, and Investor for tracking portfolios — plus an optional AI layer powered by Anthropic Claude that can be switched on or off entirely from the Admin Settings page.

Key Features

Tech Stack

AI Overview & Master Toggle

A single switch in Admin → Settings → AI Features controls all 8 AI features simultaneously. When OFF: every AI widget is hidden from both panels, and all /ai/* routes return HTTP 403 — enforced server-side via middleware, not just hidden in the UI.

The API key is encrypted using Laravel's Crypt facade before being saved — it is never stored or displayed in plain text once saved.

Admin AI Features

Investor AI Features

Admin — Dashboard

• • 4 KPI cards: Total Investment, Monthly Returns Paid, Total Profit Paid, Active Properties
• • AI Portal Insights widget (when AI enabled)
• • 6-month bar chart of return payments issued
• • Pending actions panel with live counts (KYC, investments, referral payouts)
• • Recent Investments table — fully responsive, shows investor name + series number

Admin — Property Management

• • Add / Edit properties — name, address, price, ROI %, rich-text description (Quill editor)
• • ✦ AI "Generate with AI" button writes the description from the other fields (when AI enabled)
• • Multiple image upload per property; delete individual images from edit page
• • Toggle Active/Inactive — deactivated properties disappear from investor browse page instantly
• • Icon action buttons: Edit (blue), Toggle (amber), Delete (red) with confirmation
• • Responsive table — Address and Price columns hide on small screens, shown inline instead

Admin — Record Investments

• • Manually record an investment for any investor against any property
• • Investor-submitted requests require admin approval or rejection
• • ✦ AI Risk Assessment icon on pending rows — opens a modal with Low/Medium/High risk rating + recommendation
• • Investor dropdown uses Select2 — searchable by name or series number
• • Approving an investment auto-triggers the referral reward if the investor was referred
• • Responsive table — Property, Date, Source and Active status columns adapt to screen size

Admin — Return Payments

• • Record actual return payments (amount, payment date, transaction ID, remarks)
• • Toggle Active/Inactive to control visibility in the investor's view
• • Investor dropdown is Select2-searchable (name + series number)
• • Investors see these as "Returns Received" — separate from the AI-estimated ROI figure

Admin — KYC Approvals

• • List of all investors who submitted documents with overall KYC status + series number
• • Detail view shows every document with image preview or PDF link
• • Approve or Disapprove each document individually, with an optional remark visible to the investor
• • ✦ AI Email Drafter available on this page to message the investor about their KYC status
• • Overall status flow: not_submitted → pending → approved / disapproved

Admin — Referral Rewards

• • Payout summary grouped by referrer, showing total pending amount owed per investor
• • Detail table: Referrer, Referred Investor, Investment, % Applied, Amount, Status
• • "Mark Paid" action records the payout timestamp
• • Filter by status (Pending / Paid)
• • Rewards created automatically via InvestmentObserver on approval — zero manual work

Admin — Settings

Investor — Dashboard

• • 4 KPI cards: Total Investment, Est. Monthly Return (ROI-based), Total Returns Earned (actual), Active Properties
• • Est. Monthly Return = Σ(approved investment × property ROI%) ÷ 12 — what to expect, not what's been paid
• • 6-month bar chart of actual returns received
• • ✦ AI Portfolio Analysis card — score, strengths, risks, 12-month projection
• • ✦ AI ROI Forecast card — 1/3/5-year projections with AI insight
• • ✦ AI Recommendations — top 2 matched properties with reasons
• • Featured Properties — bottom row of 3 cards, status + ROI badges on image, funded progress bar

Investor — Browse Properties

• • Filter bar: text search (name/address), ROI filter (5/8/10/12/15%+), sort (newest, ROI high/low, price high/low)
• • Card design: status badge top-left on image, ROI badge bottom-right on image, funded progress bar, price + Invest Now button
• • Detail page: image slider with thumbnails, swipe support, fullscreen zoom lightbox, ROI calculator, invest form

Investor — My Investments

• • Responsive table: Property, Amount, Date, Transaction ID, Approval Status, Active Status
• • Submit investment requests from the property detail page (admin approves)
• • Statuses: Pending Approved Rejected

Investor — KYC Verification

• • Upload multiple documents at once (JPG, PNG, PDF — max 10MB each)
• • Each document shows status + admin remarks if disapproved
• • Overall KYC status shown in sidebar
• • View/download each uploaded document

Investor — Referral Program

• • Unique referral code + shareable link (?ref=CODE) auto-generated on signup
• • One-click copy for code and link
• • People Referred list with join date
• • Reward History — every earned reward with property name, amount, paid/pending status
• • Total Earned and Pending Payout balances shown prominently

Authentication System

Responsive Design

Every table in the system scrolls horizontally inside its own container on small screens — the page itself never scrolls sideways.

Database Schema

File Structure

investor-portal/
├── app/
│   ├── Console/Commands/StorageSetupCommand.php   # php artisan storage:setup
│   ├── Http/
│   │   ├── Controllers/
│   │   │   ├── Admin/                              # All admin controllers + AiController
│   │   │   ├── Auth/Admin/                         # Admin login / password reset
│   │   │   ├── Auth/Investor/                      # Investor login / register / reset
│   │   │   └── Investor/                           # All investor controllers + AiController
│   │   └── Middleware/AiEnabled.php                 # Blocks /ai/* routes when AI is off
│   ├── Models/                                     # Admin, Investor, Property, Investment…
│   ├── Observers/InvestmentObserver.php            # Auto-creates referral rewards on approval
│   ├── Providers/AppServiceProvider.php            # Registers observer, mail config, AI flag
│   └── Services/
│       ├── AiService.php                           # Wraps Anthropic API calls
│       └── MailSettingsService.php                 # Applies DB mail config at runtime
├── database/
│   ├── migrations/                                 # 11 migration files
│   └── seeders/DatabaseSeeder.php                  # Demo data + credentials
├── docs/
│   ├── setup-guide.html                            # This setup guide
│   └── documentation.html                          # This documentation
├── public/
│   ├── uploads/
│   │   ├── properties/                             # Property images stored here
│   │   └── kyc/                                    # KYC documents stored here
│   ├── logo.png                                    # Your logo — replace to rebrand
│   ├── landing.html                                # Marketing landing page
│   └── .htaccess                                   # Upload limits (Apache)
├── resources/views/
│   ├── admin/ai/                                   # Admin AI widget partials
│   ├── investor/ai/                                # Investor AI widget partials
│   ├── admin/ · investor/ · auth/                  # All Blade views
│   ├── layouts/                                    # guest, dashboard, admin, investor
│   └── partials/                                   # badge, stat-card, icon, action-icon
├── routes/
│   ├── web.php                                     # All routes (admin + investor + AI)
│   └── console.php
└── .env.example

Branding & Customisation

Default Login Credentials

Investor 2 was referred by Investor 1 (SI1001) — use this pair to test the referral reward flow end-to-end.

Changelog