Introduction

Your portfolio is more than just a number—you’re looking at the seat-of-your-pants view of where your money stands: invested assets, cash, gains, and everything in between. In the app’s Portfolio tab, you’ll find an overview of your total value and each individual bond position, neatly organized by issuer and maturity.

In this guide, we’ll walk you through how to navigate your portfolio, interpret what you see, and decide when it might make sense to take action.

1. The Portfolio Snapshot

When you open the Portfolio tab, the first thing you’ll see is your total portfolio value—this includes both your invested assets and any uninvested cash. It’s a single metric giving you a quick sense of where you stand in a glance.

This snapshot sets the stage for the deeper dives that follow.

2. Viewing Individual Bond Positions

Scroll down past the snapshot to see your bond holdings broken out by issuer. Tap on an issuer to see every bond you hold with them—each listed by maturity and investment size. For each position you’ll find:

• Quantity per Maturity: How many bonds you hold for each maturity date.
  
  
• Investment Amount: How much capital you’ve allocated to that bond.
  
  
• Net Return: The return you've earned so far, including any capital gains or losses.
  
  
• Earned Interest: The interest income you’ve collected to date.
  
  
• Other Insights: Indicators of concentration in certain maturities and your suitability profile with respect to this issuer.
  

3. Selling Bonds When Needed

If you decide to liquidate a bond, simply tap the “Sell” button next to the relevant maturity date within the issuer’s section. You'll be guided through your options and prompted to confirm the trade based on your goal and market conditions.

This flexibility means you’re not locked in until maturity—you can adapt if your goals change.

Today’s tools must learn and evolve with business behavior.

4. Prioritizing Security and Compliance

With sensitive financial data at stake, trust is everything. Your SaaS platform should be built on a secure, compliant foundation.

Key features include:

• End-to-end encryption for data in transit and at rest
• Role-based access controls (RBAC)
• Audit logs and activity history
• Built-in support for regional compliance (GDPR, SOC 2, etc.)

Conclusion

The Portfolio tab is your command-center for investments. From the summary glance to deep dives into individual bonds, you have both the macro and micro view of your holdings. By understanding each section and what it really means—quantity, investment amount, net return, and earned interest—you’ll be better equipped to monitor performance, assess risk, and act when needed.

Keeping a regular check on this tool helps you stay aligned with your long-term goals and stay in control of your investment decisions.