> For the complete documentation index, see [llms.txt](https://docs.theangel.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.theangel.app/how-it-works-investors/managing-your-portfolio.md).

# Managing Your Portfolio

## Phase 4 — Portfolio Management

Your investor dashboard becomes your command centre.

### Dashboard Features

#### Holdings Overview

* Total invested
* Current valuation
* Portfolio performance
* Diversification by stage & sector

#### Token Breakdown

Each investment includes:

* Token count
* Average purchase price
* Current market price
* Unrealised gains/losses

#### Founder Updates

Receive quarterly updates containing:

* Revenue
* Product developments
* KPIs
* Milestones
* Commentary on challenges

These updates feed into the valuation model for liquidity windows.