# 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.theangel.app/how-it-works-investors/managing-your-portfolio.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.