# Monitoring Portfolio Performance

### Overview

The Portfolio dashboard provides a high-level view of your Self-Managed Super Fund's performance. It allows you to monitor your total portfolio value, visualise your asset allocation, and review the status of individual investments in real time.

### Before You Begin

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To view portfolio data, you must have completed funding and made at least one active investment.
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### Steps

#### 1. Access the Portfolio Dashboard

From the main navigation sidebar, select **Portfolio**. This is your central hub for investment data.

<figure><img src="/files/4sFSp1YlsAFBPom2OPPR" alt=""><figcaption></figcaption></figure>

#### 2. Review Total Value and Asset Allocation

At the top of the screen, you will see your **Total Portfolio Value** alongside income received.

To the right, the **Asset Allocation** chart breaks down your portfolio by investment class (e.g., Private Credit, Real Estate, Venture Capital). You can also view a breakdown by status:

* **Active:** Investments currently deployed.
* **Pending:** Funds committed but not yet deployed.
* **Matured:** Investments that have completed their term and returned capital.

#### 3. Manage Your Active Investments

Scroll down to the **Your Active Investments** section. Here, you can view a list of every opportunity you have invested in.

* **Search:** Use the search bar to find specific assets by name.
* **Filter:** Use the dropdown menus to filter by Status (e.g., Open, Closed) or Class.

Clicking on any investment card will take you to its detailed performance page.

<figure><img src="/files/9aByTvk6LjjVgzZRxAlU" alt=""><figcaption></figcaption></figure>

### What Happens Next

You can click on any individual investment to drill down into its specific financials, timelines, and documents. See Viewing Investment Details & Documents for more information.

{% hint style="success" %}
Use the **Mature** filter to review historical performance of investments that have already exited and returned capital to your fund.
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### Need Help?

If you run into any issues, contact the CTRLSuper support team at <support@ctrlsuper.com.au>.


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