# 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.

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#### **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”

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#### **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](https://safe.global/). (See the “[Adding Funds to Your Workspace](https://docs.brava.finance/workspaces#adding-funds-to-a-workspace)” doc for details on deposits and transfers.)

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#### **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.

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#### **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.

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#### **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:

1. Review your draft allocations.
2. Execute a rebalance transaction.
3. 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.

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