Portfolio
A guide to monitoring and managing your assets and positions on the Fixed-Rate Lending Protocol
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A guide to monitoring and managing your assets and positions on the Fixed-Rate Lending Protocol
Last updated
Was this helpful?
A connected wallet
Assets deposited on the platform (for full functionality)
Basic understanding of lending and borrowing concepts
The 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.
Navigate to the
Connect your wallet if not already connected
Click on the "Portfolio" tab in the main navigation
The dashboard will load with your current portfolio information
The Portfolio Overview section provides key metrics about your financial position:
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
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
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
The Asset Management section helps you monitor and control your collateral:
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
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
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
Risk management tools help you maintain a healthy portfolio:
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
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
The Transactions section provides a comprehensive view of your trading activities:
Active Positions
Navigate to the "Active Positions" tab
Review your current lending and borrowing positions
Monitor contract details including maturity dates and interest rates
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
Order History
Access the "Order History" tab
Track your historical trading activity
Analyze your trading strategy and performance over time
My Transactions
Review the "My Transactions" tab
See a record of all platform transactions
Check transaction types, timestamps, and statuses
Deposit Additional Assets
Click the "Deposit" button
Select the asset you want to deposit
Enter the amount and confirm the transaction
Withdraw Assets
Click the "Withdraw" button
Select the asset you want to withdraw
Enter the amount and confirm the transaction
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
After mastering the Portfolio management tools, you might want to:
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
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
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
to expand your lending or borrowing positions
for your positions
to better manage risk