Etherplan. Smart Investment Plans On Ethereum! Topics: What is Etherplan and what is an SIP? What is Ethereum? How it works.
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1 Topics: What is Etherplan and what is an SIP? What is Ethereum? How it works.
2 What is Etherplan and what is an SIP? It Works like Merrill Lynch, Schwab, or Wealthfront. Normal Investment Plans are at banks and brokers. But SIPs created on Etherplan are software programs that: Hold customer funds. Invest autonomously. Act as trustees on behalf of beneficiaries. And everything is on Ethereum instead of Wall St. Think Google driver-less cars, but for your money!
3 What is Ethereum? A global decentralized network with 7 components: Cryptocurrency (Ether) Blockchain Consensus mechanism Miners Programmability (Smart contracts) Virtual machine Browser (Mist)
4 How it works Sketch of Etherplan s user experience: Home Create account Ethereum wallet SIP creation workflow Vetted PM List Vetted Asset List
5 HOME Welcome to Etherplan! We are a licensed wealth management service. Individual account, please create account here >>> Group, corporate, or investment club, please create account here >>>
6 CREATE INDIVIDUAL ACCOUNT Name: Copy of ID: Copy of Utility bill: Jane Doe janedoe-passport.pdf janedoe-excel-energy-bill.pdf Upload Upload Create Account >>>
7 Jane Doe - Status: Verified Free balance: 0 ETH My SIPs: You don t have any SIPs yet. Create your first SIP! >>>
8 Jane Doe - Status: Verified Free balance: 100,000 ETH My SIPs: You don t have any SIPs yet. Create your first SIP! >>>
9 CREATE SIP: STEP 1 - GOAL SETTINGS What is your goal: Amount you will invest: Time horizon: Risk profile: (From 1 to 5) My retirement 80,000 ETH 30 years 3 (Moderate) NEXT - BENEFICIARIES >>>
10 CREATE SIP: STEP 2 - BENEFICIARY SETTINGS Primary beneficiary: Secondary beneficiary: (If 1st is deceased) Tertiary beneficiaries: (If 2nd is deceased) Jane Doe - myself - 100% John Doe - husband - 100% Mary Doe - daughter - 50% Nick Doe - son - 50% NEXT - SELECT PORTFOLIO MANAGER >>>
11 CREATE SIP: STEP 3 - SELECT PORTFOLIO MANAGER ETHERPLAN VETTED PM LIST Select Etherplan Investment Algorithm (default) Myself (I manage the money) Vitalik Buterin - CFA/CFP Warren Buffett - Guru Fidelity - Mutual Fund Co. Wealthfront - RIA Risk score: 2 Risk score: 3 Risk score: 4 Risk score: 4 Risk score: 2 NEXT - REVIEW YOUR SIP >>>
12 CREATE SIP: STEP 3 - VITALIK BUTERIN - PORTFOLIO MANAGER PROFILE Crypto-model: Seeks to find uptrending cryptoassets with improving fundamentals using a combination of fundamental and technical research. The model seeks to hold high-quality assets for multiple months, although it will regularly remove assets that exhibit weakening growth metrics. SELECT VILATIK >>> Current asset allocation: esp500: 25% etbond30: 25% Ether: 12.50% Bitcoin: 12.50% egold: 25% Vitalik manages ETH 10 billion through his asset management practice. Is a CFA/CFP Registered Investment Advisor.
13 CREATE SIP: STEP 3 - SELECT PORTFOLIO MANAGER ETHERPLAN VETTED PM LIST Select Etherplan Investment Algorithm (default) Myself (I manage the money) Vitalik Buterin - CFA/CFP Warren Buffett - Guru Fidelity - Mutual Fund Co. Wealthfront - RIA Risk score: 2 Risk score: 3 Risk score: 4 Risk score: 4 Risk score: 2 NEXT - REVIEW YOUR SIP >>>
14 CREATE SIP: STEP 4 - REVIEW YOUR NEW SIP GOALS BENEFICIARIES PM YOUR SIP My retirement 1st - Myself - 100% Vitalik Buterin CFA/CFP 80,000 ETH 2nd - John Doe - 100% Crypto-model 30 Years 3(a) - Mary Doe - 50% 365 day return: 24.8% Risk level 3 (moderate) 3(b) - Nick Doe - 50% Risk level 3 (moderate) [Change] [Change] [Change] Accept & Create >>>
15 Jane Doe - Status: Verified Free balance: 20,000 ETH My SIPs: My retirement SIP: 80,000 ETH - PM Create another SIP >>>
16 Jane Doe - Status: Verified Free balance: 0 ETH My SIPs: My retirement SIP: 80,000 ETH - PM Mary s college fund SIP: 10,000 ETH - PM Home remodeling SIP: 10,000 ETH - Algorithm
17 Jane Doe - Status: Verified DOWNLOAD KEYS >>> My Retirement SIP: 80,000 ETH - PM [change] Portfolio: esp500: 20,000 ETH 25% etbond30: 20,000 ETH 25% Ether: 10,000 ETH 12.5% Bitcoin: 10,000 ETH 12.5% egold: 20,000 ETH 25% Beneficiaries: [change] 1st: Jane Doe 100% eth4txeldoad1twaedydwuw5dkw6pyku 2nd: John Doe 100% eth1ffmbhfnpazjkfvyi1oktjjjusn455paph 3(a): Mary Doe 50% eth1mjxdqkn4wdjsyjwjmykewczthwqwh 3(b): Nick Doe 50% eth1462wckmbwrfzeok3bxzjbfxs1abkcte
18 VETTED ASSET LIST ETHERPLAN VETTED ASSET LIST All PMs Restricted Banned Ether Bitcoin Soopercoin DAO esp500 etbond30 egold Risk score: 4 Risk score: 4 Risk score: 5 Risk score: 3 Risk score: 2 Risk score: 3
19 Summary Etherplan Product Structure 1. Ethereum wallet 2. SIP builder 3. Vetted PM list 4. Vetted asset list 5. Etherplan investing algorithm Ethereum network Ethereum network 6. Customer SIP Investments & Trustee
20 Thank you! Donald McIntyre Founder Etherplan Disclaimer: The persons, companies, and brands mentioned in this presentation are used as examples and are not related to Etherplan. The investment ideas in this presentation are only for descriptive purposes. The information in this presentation does not constitute an investment recommendation or financial advice in any way.
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