# Portfolio Review Framework

## Review Checklist

### Phase 1: Data Collection
- [ ] Retrieve current portfolio positions
- [ ] Note entry prices/dates if available
- [ ] Identify any pending deposits/withdrawals

### Phase 2: Risk Assessment
- [ ] Calculate weighted average risk score
- [ ] Identify concentration risks
- [ ] Check diversification across:
  - [ ] Asset types (stablecoins, ETH, BTC, etc.)
  - [ ] Chains (Ethereum, Arbitrum, etc.)
  - [ ] Curators (strategy managers)
  - [ ] Strategy types (lending, LP, derivatives)

### Phase 3: Performance Review
- [ ] Calculate absolute returns (USD)
- [ ] Calculate relative returns (%)
- [ ] Compare to expected APR
- [ ] Identify outperformers and underperformers

### Phase 4: Forward Assessment
- [ ] Review yield predictions
- [ ] Assess confidence levels
- [ ] Note any market conditions affecting outlook

### Phase 5: Action Planning
- [ ] Identify rebalancing opportunities
- [ ] Calculate potential improvements
- [ ] Consider transaction costs
- [ ] Prioritize actions

## Key Metrics to Track

| Metric | How to Calculate | Target |
|--------|------------------|--------|
| Portfolio Concentration | Largest position % | <40% |
| Risk-Weighted Return | Return / Risk Score | Maximize |
| Diversification Score | # unique assets/chains/curators | High |
| APR Achievement | Realized APR / Expected APR | >90% |
| Risk Stability | Risk score change (30d) | <15 points |

## Review Frequency Guide

| Portfolio Size | Recommended Frequency |
|----------------|----------------------|
| <$10K | Quarterly |
| $10K-$50K | Monthly |
| $50K-$100K | Bi-weekly |
| >$100K | Weekly |

## Red Flags to Always Address

1. **Single vault >50% of portfolio**
   - Immediate diversification recommended

2. **Risk score >70 in any vault**
   - Review and consider reduction

3. **APR at 0% for >7 days**
   - Investigate vault health

4. **TVL down >50% in 30 days**
   - Assess liquidity risk

5. **Curator issues**
   - Research and consider exit