> For the complete documentation index, see [llms.txt](https://csigma-asset-tokenization.gitbook.io/atlas/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://csigma-asset-tokenization.gitbook.io/atlas/lender/portfolio.md).

# Portfolio

### Overview

The **Portfolio** section allows lenders to view a consolidated overview of their investments across **Tokenized Pools**.

From this page, lenders can track the **current value of their positions**, monitor their **LP token holdings**, and review their **investment transaction history**.

The portfolio is displayed based on the **whitelisted wallet address**, showing all investments associated with that wallet.

### Navigation

To access the Portfolio:

1. Navigate to the **Tokenization** tab.
2. Click on the **Portfolio** tab.

The Portfolio page will display all investment positions associated with the connected wallet.

<figure><img src="https://3125893853-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ffmxk4zctrz092V9PoVdO%2Fuploads%2FA9gJzY9bkhsNmVr5h1r4%2Fimage.png?alt=media&amp;token=e6fbb36f-fbc8-4371-bb7f-51b9c04c6d94" alt=""><figcaption></figcaption></figure>

### Portfolio Information

The Portfolio section provides a summary of the lender’s investment details, including:

* **Total Portfolio Value** — The current value of all investments held by the wallet
* **LP Token Holdings** — The number of LP tokens held across pools
* **Pool-wise Investment Positions** — Individual positions in different Tokenized Pools
* **Current LP Token Value** — Value of LP tokens based on the latest pool exchange rate

This allows lenders to track the **performance and value of their investments in real time**.

### Transaction History

The Portfolio page also displays the lender’s **transaction history**, including:

* Investments made into pools
* Withdrawals processed
* Claims from queued withdrawals
* Other pool-related transactions

Each transaction record typically includes:

* Transaction type
* Amount
* Associated pool
* Transaction status
* Timestamp

This provides lenders with a complete record of their activities within the Asset Tokenization platform.

### Role Responsibility

**Lender Responsibilities**

* Monitor their investment positions and portfolio performance
* Track transaction history for record keeping

The Portfolio section provides lenders with a **centralized view of their investments**, allowing them to easily track the performance and history of their participation in tokenized asset pools.