Portfolios
Overview
Within each workspace, Brava users can create and manage multiple portfolios — each representing a distinct investment strategy, yield objective, or client allocation.
A portfolio is essentially a grouping of underlying stablecoin and real-world asset (RWA) holdings that are actively earning yield. Portfolios make it easy to visualise performance, diversify across strategies, and manage allocations at both granular and aggregate levels.
What is a Portfolio?
A portfolio inside Brava acts as a container for one or more yield-generating holdings, such as stablecoin pools, lending protocols, or tokenised RWA positions.
Each portfolio allows you to:
Aggregate holdings into a single strategy view.
Allocate capital across multiple Stablecoin and RWA opportunities.
Track both historical and projected performance in real time.
Rebalance allocations as market conditions evolve.
You can create as many portfolios as needed within a workspace, for example:
“USDC Conservative Strategy”
“Tokenised Credit Fund”
“Client A Yield Mandate”
Creating a Portfolio
Brava makes it simple to set up a new portfolio, either from scratch or using templates (coming soon) designed to help you get started quickly.
Steps to Create a Portfolio
1. Create Portfolio
Click New Portfolio within your workspace.
Begin the setup flow for a new investment grouping.
2. Name the Portfolio
Choose a clear and descriptive name.
Helps you identify and manage multiple portfolios.
3. Select Holdings
Browse and add yield-generating pools or RWA strategies.
Each holding represents a source of yield.
4. Review Metrics
View key data points (APY, liquidity, maturity, protocol risk).
Assess each holding before allocation.
5. Allocate Capital
Assign portfolio weights to each selected holding.
Determines how funds from your workspace wallet will be distributed.
6. Confirm & Allocate
Once allocations are final, perform your first allocation transaction.
Capital is deployed directly from your workspace’s SAFE wallet.
💡 Note:
Allocations draw from the funds already transferred into your workspace’s SAFE wallet. (See the “Adding Funds to Your Workspace” doc for details on deposits and transfers.)
Portfolio Overview Dashboard
Once created, each portfolio has its own overview screen that surfaces real-time and historical data:
Balance & Earnings
Displays total portfolio balance, realised earnings, and projected yields.
Performance Charts
Shows historical performance across daily, monthly, and annual intervals.
Diversification Breakdown
Visualises exposure by token, protocol, and blockchain.
Forward Projections
Illustrates expected returns and growth trajectories.
Holdings Table
Lists all underlying pools and assets with associated metrics.
This interface helps users monitor how their allocations are performing, where yields are coming from, and how risk and diversification are distributed.
Managing & Editing Portfolios
Brava portfolios are dynamic, users can edit, rebalance, or expand their allocations at any time.
Editing an Existing Portfolio
Users can:
Add new holdings to the portfolio.
Adjust allocations across existing holdings.
Remove or reduce exposure to certain strategies.
When adding new holdings:
They’re added with a 0% allocation by default.
You can then adjust the weights to reflect your desired new composition.
Drafts & Rebalancing (Coming Soon)
Because portfolio management often involves internal review or approval steps, Brava allows users to save drafts of portfolio changes.
Draft Mode Features
Save allocation changes as a draft at any point.
Toggle between the live portfolio view and your draft to compare outcomes.
Review projected returns and diversification before committing changes.
Return later to continue editing your draft safely.
Finalising Updates
Once ready to apply updates:
Review your draft allocations.
Execute a rebalance transaction.
Brava will redeploy funds according to the new target weights.
After the rebalance is confirmed, the updated allocation becomes the portfolio’s new live configuration.
⚙️ Real-Time Simulation
As you adjust allocations in the editor, Brava dynamically updates performance and diversification charts, showing the impact of your changes instantly.
Last updated