> For the complete documentation index, see [llms.txt](https://docs.secured.finance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.secured.finance/fixed-rate-lending/getting-started/platform-guide/portfolio.md).

# Portfolio

## Prerequisites

* A connected wallet
* Assets deposited on the platform (for full functionality)
* Basic understanding of lending and borrowing concepts

## Overview

The [**Portfolio tab**](https://app.secured.finance/portfolio/) on the Secured Finance platform is a comprehensive tool designed to help users effectively manage their digital assets. It provides a detailed overview of your financial position, including key metrics such as Net Asset Value, Active Contracts, Lending Present Value (PV), and Borrowing PV.

## Step 1: Accessing Your Portfolio

1. Navigate to the [Secured Finance platform](https://app.secured.finance/)
2. Connect your wallet if not already connected
3. Click on the "Portfolio" tab in the main navigation
4. The dashboard will load with your current portfolio information

## Step 2: Understanding Your Portfolio Overview

The Portfolio Overview section provides key metrics about your financial position:

1. **Net Asset Value**
   * View the total value of your digital assets on the platform
   * This is calculated by adding the value of your active contracts and collateral
   * Monitor this value to track your overall portfolio performance
2. **Active Contracts**
   * See all your active lending and borrowing contracts
   * Review details such as maturity dates, interest rates, and asset amounts
   * Use this information to plan your financial strategy
3. **Lending PV and Borrowing PV**
   * Understand the Present Value of your lending and borrowing activities
   * These metrics show the current worth of your contracts
   * Compare these values to track your net position

![Portfolio Overview](https://github.com/Secured-Finance/secured-finance-docs/blob/main/.gitbook/assets/portfolio-overview.png)

## Step 3: Managing Your Assets

The Asset Management section helps you monitor and control your collateral:

1. **Collateral Balance**
   * Check the total value of assets pledged as collateral
   * Use this information to ensure your loans are adequately backed
   * Monitor changes in collateral value due to market fluctuations
2. **Collateral Assets**
   * View the specific assets you've pledged as collateral
   * See the distribution of your collateral across different asset types
   * Manage your collateral portfolio effectively
3. **Non-collateral Assets**
   * Track borrowed assets held in Secured Finance's Vault
   * Distinguish between collateral and non-collateral assets
   * Plan how to utilize these assets effectively

## Step 4: Monitoring Risk Metrics

Risk management tools help you maintain a healthy portfolio:

1. **Collateral Utilization**
   * Check the percentage of your collateral being used to back borrowing
   * Keep this metric at a comfortable level to avoid over-leveraging
   * Adjust your positions if utilization approaches concerning levels
2. **Liquidation Risk**
   * Review the risk of your collateral being liquidated
   * Monitor market conditions that might affect your collateral value
   * Take proactive measures to avoid liquidation events

## Step 5: Tracking Your Transactions

The Transactions section provides a comprehensive view of your trading activities:

1. **Active Positions**
   * Navigate to the "Active Positions" tab
   * Review your current lending and borrowing positions
   * Monitor contract details including maturity dates and interest rates
2. **Open Orders**
   * Click on the "Open Orders" tab
   * View all your pending orders in the orderbook
   * Check order details such as price, quantity, and status
3. **Order History**
   * Access the "Order History" tab
   * Track your historical trading activity
   * Analyze your trading strategy and performance over time
4. **My Transactions**
   * Review the "My Transactions" tab
   * See a record of all platform transactions
   * Check transaction types, timestamps, and statuses

## Step 6: Taking Action on Your Portfolio

1. **Deposit Additional Assets**
   * Click the "Deposit" button
   * Select the asset you want to deposit
   * Enter the amount and confirm the transaction
2. **Withdraw Assets**
   * Click the "Withdraw" button
   * Select the asset you want to withdraw
   * Enter the amount and confirm the transaction
3. **Adjust Collateral**
   * Use the collateral management tools to optimize your position
   * Add or remove collateral based on your risk assessment
   * Ensure you maintain a safe collateralization ratio

## Next Steps

After mastering the Portfolio management tools, you might want to:

* [Place new orders](https://github.com/Secured-Finance/secured-finance-docs/blob/main/fixed-rate-lending/getting-started/trading/README.md) to expand your lending or borrowing positions
* [Set up auto-rolling](/fixed-rate-lending/advanced-topics/market-dynamics/auto-rolling.md) for your positions
* [Learn about liquidation mechanics](/fixed-rate-lending/core-mechanics/liquidation.md) to better manage risk

## Troubleshooting

### Portfolio Not Loading

If your portfolio information isn't loading:

* Ensure your wallet is properly connected
* Check that you're on the correct network
* Try refreshing the page
* Clear your browser cache if issues persist

### Transactions Not Appearing

If recent transactions aren't showing in your history:

* Transactions may take a few moments to appear
* Verify the transaction was confirmed on the blockchain
* Check that you're viewing the correct account
* Try switching networks and back if using a multi-chain wallet

### Collateral Value Discrepancies

If you notice unexpected changes in collateral value:

* Check for recent market price fluctuations
* Verify that all assets are displaying correctly
* Ensure there are no pending transactions affecting your balance
* Contact support if you believe there's an error in the calculation