> For the complete documentation index, see [llms.txt](https://portf-1.gitbook.io/portf-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf-1.gitbook.io/portf-docs/user-guide.md).

# User Guide

- [Login](https://portf-1.gitbook.io/portf-docs/user-guide/login.md)
- [Portfolio Dashboard](https://portf-1.gitbook.io/portf-docs/user-guide/portfolio-dashboard.md)
- [Adding, Editing, Deleting a Company](https://portf-1.gitbook.io/portf-docs/user-guide/adding-editing-deleting-a-company.md)
- [Company Dashboard](https://portf-1.gitbook.io/portf-docs/user-guide/company-dashboard.md): The Company Dashboard gives you a centralised view of each portfolio company, combining key metrics, insights, and tools to support data-driven analysis.
- [Private Attributes](https://portf-1.gitbook.io/portf-docs/user-guide/private-attributes.md)
- [KPIs](https://portf-1.gitbook.io/portf-docs/user-guide/kpis.md): KPI Metrics are numerical measurements used to track the performance of companies across your portfolio. There are two types of KPIs, each serving a distinct purpose.
- [Monitoring Forms](https://portf-1.gitbook.io/portf-docs/user-guide/monitoring-forms.md)
- [Chat with your Data](https://portf-1.gitbook.io/portf-docs/user-guide/chat-with-your-data.md): Use the Chat with Your Data tool to interact directly with your portfolio data using natural language.
- [Investment Details](https://portf-1.gitbook.io/portf-docs/user-guide/investment-details.md): Get a full view of each portfolio investment, including performance, transactions, and forecasts.
- [Valuations](https://portf-1.gitbook.io/portf-docs/user-guide/valuations.md)
- [Reports](https://portf-1.gitbook.io/portf-docs/user-guide/reports.md)
- [Approval Workflows](https://portf-1.gitbook.io/portf-docs/user-guide/approval-workflows.md)
- [FX rates](https://portf-1.gitbook.io/portf-docs/user-guide/fx-rates.md)