# Portfolio Management

- [Adding Investments](/portfolio-management/adding-investments.md)
- [Managing Rounds](/portfolio-management/managing-rounds.md)
- [Updating valuations](/portfolio-management/managing-rounds/updating-valuations.md): Mark-up, mark-down or change the valuation of an investment
- [Updating ownerships](/portfolio-management/managing-rounds/updating-ownerships.md): Override Tactyc's calculated ownership
- [SAFEs and Notes](/portfolio-management/managing-rounds/safes-and-notes.md): Best practices on working with SAFEs and Notes.
- [Warrants](/portfolio-management/managing-rounds/warrants.md): Best practices on working with warrants
- [Liquidation preferences](/portfolio-management/managing-rounds/liquidation-preferences.md): If your fund has investments where there are active Liquidation Preferences (”liq prefs”), you can run Exit scenarios to incorporate the impact of liq prefs.
- [Multiple currencies](/portfolio-management/managing-rounds/multiple-currencies.md): If your fund has investments where the round currency is different than the fund’s currency, Tactyc can help you manage and track currency conversions.
- [Performance Cases](/portfolio-management/performance-cases.md)
- [Best Practices on Performance Cases](/portfolio-management/performance-cases/best-practices-on-performance-cases.md): Performance cases offer flexibility in how you want to model an investment’s forecast. We recommend picking one of the following 3 approaches to manage performance cases for an investment.
- [KPI Manager](/portfolio-management/kpi-manager.md): KPIs are operating metrics typically tracked to monitor a portfolio company’s performance. These could be items such as Revenue, Cash Balances, Customers etc.
- [Valuation Analysis](/portfolio-management/kpi-manager/valuation-analysis.md): Automated valuation multiple analysis
- [KPI Request Form FAQs](/portfolio-management/kpi-manager/kpi-request-form-faqs.md)
- [Document Center](/portfolio-management/document-center.md): Tactyc's Document Center enables you to manage and track deal or fund related documents in one place.
- [Investments Table](/portfolio-management/investments-table.md): A consolidated view of all portfolio companies and their metrics
- [Investment Reporting Metrics](/portfolio-management/investments-table/investment-reporting-metrics.md)
- [Investment MOICs](/portfolio-management/investments-table/investment-moics.md): Manage MOICs more thoroughly with Tacytc’s  Portfolio Management Tools allowing you to track seven different MOIC calculations for each investment.
- [Time Machine](/portfolio-management/investments-table/time-machine.md)
- [Custom Views](/portfolio-management/investments-table/custom-views.md): Custom Views enable you to create different column configurations for the investments table
- [Using Deal Tags](/portfolio-management/investments-table/using-deal-tags.md): Deal tags enable you to evaluate performance metrics for sub-sections of your entire fund's portfolio.
- [Using Custom Fields](/portfolio-management/investments-table/using-custom-fields.md): Custom fields enable you to create your own tracking fields such as tags, dates, numbers or text to categorize portfolio companies
- [Cap Table Calculator](/portfolio-management/cap-table-calculator.md)
- [Bulk Update Options](/portfolio-management/bulk-update-options.md)
- [FAQs](/portfolio-management/faqs.md)