🐋Portfolio

A guide to monitoring and managing your assets and positions on the Fixed-Rate Lending Protocol

Prerequisites

• A connected wallet

• Assets deposited on the platform (for full functionality)

• Basic understanding of lending and borrowing concepts

Overview

The Portfolio tab 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

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

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 to expand your lending or borrowing positions

• Set up auto-rolling for your positions

• Learn about liquidation mechanics 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