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# AI Investment Plans

Complete Management Guide

## 🎯 Overview

AI Investment Plans are the core component of the investment system. They define investment opportunities with specific profit ranges, duration options, and risk parameters that users can participate in.

## 🚀 Accessing Investment Plans

Navigate to the AI Investment Plans management:

Admin Panel → Extensions → AI Investment → Plans

Or directly access via URL:

/admin/ai/investment/plan

## ➕ Creating a New Investment Plan

1

### Click "Create New Plan"

Click the "+" button or "Create" button in the plans management interface.

2

### Fill Required Fields

Complete all mandatory fields marked with an asterisk (*).

3

### Configure Profit Parameters

Set minimum and maximum profit ranges based on your strategy.

4

### Assign Duration Options

Select available investment durations from your configured options.

5

### Set Investment Limits

Define minimum and maximum investment amounts.

6

### Save and Activate

Save the plan and set its status to active to make it available to users.

## 📝 Plan Configuration Fields

### Basic Information

Plan Name
Text (Required)

The internal name for the investment plan. Used for identification in the admin panel.

Title
Text (Required)

The public-facing title displayed to users. Should be descriptive and attractive.

Description
Text (Optional)

Detailed description of the investment plan, its strategy, and expected outcomes.

Image
URL (Optional)

URL to an image representing the investment plan. Falls back to placeholder if not provided.

### Financial Parameters

Invested Amount
Number (Required)

Total amount currently invested in this plan across all users.

Profit Percentage
Number (Required)

Base profit percentage for calculations. Used as reference for profit generation.

Minimum Profit
Number (Required)

Lowest possible profit percentage that can be generated.

Maximum Profit
Number (Required)

Highest possible profit percentage that can be generated.

Default Profit
Number (Required)

Standard profit value used when specific calculations are not applied.

### Investment Limits

Minimum Amount
Number (Required)

Smallest investment amount allowed for this plan.

Maximum Amount
Number (Required)

Largest investment amount allowed for this plan.

### Plan Settings

Default Result
Select (Required)

Default outcome for investments in this plan:

WIN LOSS DRAW
Status
Boolean

Whether the plan is active and available for new investments.

Trending
Boolean

Mark as trending to feature prominently in user interfaces.

Durations
Array

List of available investment duration options for this plan.

## ⚙️ Plan Management Actions

Action | Description | Access Level
--- | --- | ---
View | Review plan details and configuration | View Permission
Create | Add new investment plans | Create Permission
Edit | Modify existing plan parameters | Edit Permission
Delete | Remove plans (if no active investments) | Delete Permission
Toggle Status | Enable/disable plan availability | Edit Permission

## 💡 Best Practices

### Profit Configuration

- • Realistic Ranges - Set achievable profit ranges based on market conditions
- • Risk Assessment - Balance higher profits with appropriate risk levels
- • Market Research - Base profit percentages on actual market performance

### Investment Limits

- • Minimum Amounts - Set reasonable minimums to ensure plan viability
- • Maximum Limits - Prevent over-concentration in single plans
- • Tier Structure - Consider multiple plans for different investment levels

### Plan Lifecycle

- • Testing Phase - Start with limited amounts and short durations
- • Gradual Scaling - Increase limits based on performance
- • Regular Review - Monitor and adjust parameters based on results

### ⚠️ Important Considerations

- • Active Investments - Plans with active investments cannot be deleted
- • Parameter Changes - Modifications only affect new investments, not existing ones
- • Status Changes - Disabling a plan stops new investments but doesn't affect active ones
- • Duration Dependencies - Ensure associated durations exist before assigning them

## 🔍 Example Plan Configuration

Field | Value | Notes
--- | --- | ---
Plan Name | Conservative Growth | Internal identifier
Title | Conservative Growth Plan | User-facing title
Min Profit | 2.5% | Low risk, steady returns
Max Profit | 8.0% | Upper limit for this plan
Default Profit | 5.0% | Expected average return
Min Amount | $100 | Accessible entry point
Max Amount | $10,000 | Risk management limit
Default Result | WIN | Conservative assumption

### ✅ Next Steps

After creating your investment plans:

- • Configure investment durations
- • Test with small amounts first
- • Monitor performance through analytics
- • Adjust parameters based on results

Configure Durations View Analytics