> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blockhouse.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio and reports

> Find your way around Portfolio, and download reports and your agreement.

The **Portfolio** page shows your strategy accounts, vault positions and trading wallets in one place.

**1. Choose an account**

Use the account selector at the top, or press Ctrl+K (Cmd+K on Mac). With **Select multiple**, each account you pick opens in its own tab.

**2. Choose a layout**

**Strategy only** shows your strategy account's panels: Portfolio, Capital, Performance, Allocation, Exchange PnL and Strategy activity. **Trade only** shows your trading wallet's balances, account value and insights.

<video autoPlay src="https://mintcdn.com/blockhouse/lG-XTofc-2encmxB/images/manage-portfolio.mp4?fit=max&auto=format&n=lG-XTofc-2encmxB&q=85&s=61a0d1979dbbf811ed06b858e676fd39" aria-label="Opening the account selector, then choosing the Strategy only layout. Example accounts shown" />

**3. Download reports**

On the **Performance** panel, choose **Tear sheet** for a PDF summary of your performance, or **Dailies CSV** for your daily equity and returns. The tear sheet opens in a new window, where you choose **Save as PDF**. For the positions you hold now, choose **Open positions CSV** on the **Strategy activity** panel.

<video autoPlay src="https://mintcdn.com/blockhouse/lG-XTofc-2encmxB/images/portfolio-reports.mp4?fit=max&auto=format&n=lG-XTofc-2encmxB&q=85&s=ab0fe80ba40410419b12971198261e02" aria-label="Choosing Tear sheet, then Dailies CSV, then Open positions CSV. A test account is shown" />

**4. Download your SMA**

Choose your profile icon at the top right, then **Settings** → **Agreements**, and choose **Download** to get your executed SMA.

<video autoPlay src="https://mintcdn.com/blockhouse/lG-XTofc-2encmxB/images/portfolio-sma.mp4?fit=max&auto=format&n=lG-XTofc-2encmxB&q=85&s=e79b10bfbf90253b83960750841ed080" aria-label="The account menu, then Settings, Agreements and Download" />


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