My assets
What the active participant owns and could acquire: holdings, valuation, and income on Portfolio, open Primary Offerings on Invest, scoped to who you act as.
My assets is the investor-facing half of the Console, the DALP application for holding and operating digital assets across the platform. It groups two screens under the sidebar's Wealth label: Portfolio tracks what the active participant, the person or organisation currently selected in Acting asDelegated Authority lets a signed-in operator work inside another party's account. One check decides who may enter; the party's own roles decide the rest.Read the concept, already owns and has earned; Invest tracks what it could still acquire through an open offering. My assets is this documentation's name for the pair; neither screen's heading uses it. When a trading venue is deployed, Wealth also shows Trading, the order book screen documented under Trading.
The whole section can be invisible too. Portfolio and Invest stay off the sidebar until the active participant carries a registered on-chain identity, and Wealth disappears rather than rendering empty in the meantime. Trading does not need that identity, so an operator without one sees Wealth with Trading alone. That check follows Acting as, not your own sign-in, so switching to a registered participant can bring Wealth back on its own.
If it is still missing, confirm that participant's identity: your own from On-chain identity, or another participant's from Verify a participant.
A holding moves between the two screens as its own lifecycle resolves. It starts as an open offering on Invest, eligible under whatever minimum, maximum, and remaining headroom that offering enforces, until the sale finalizes into delivered tokens or falls short and refunds the participant instead. Once tokens land in the active participant's balance, Portfolio takes over tracking and acting on it.
Invest lists open offerings. After a successful sale delivers tokens, Portfolio tracks the participant's holdings. A failed sale can instead leave a refund to claim on the offering page.
Both pages scope to the active participant, not to your own signed-in account. Every platform read carries that participant's context, so switching Acting as changes every figure on both screens while your own sign-in stays untouched. Confirm who is active on the Acting as screen before treating either page's numbers as fact. A figure that looks wrong is worth checking against the active participant before you treat it as a defect.
This section acts on positions the active participant already holds and on offerings open to it. Creating or issuing an asset is separate work; that belongs to Asset design and Asset management.
Search
Use Console search to find assets, users, organisations, contacts, and system contracts you already have access to, without leaving your current screen.
Portfolio
Use Portfolio to review the active participant's positions, value history, income, and the holder operations each row actually offers.