> For the complete documentation index, see [llms.txt](https://docs.realio.finance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.realio.finance/getting-started/managing-your-assets.md).

# Managing Your Assets

Getting started with Realio means taking control of your on-chain equity portfolio. Here is the recommended path for new users.

{% stepper %}
{% step %}

### Analyze Your Portfolio

Upon connecting, head to the **Portfolio** tab. Realio will automatically display your holdings across all supported chains, including total net worth and historical performance.
{% endstep %}

{% step %}

### Explore New Opportunities

Use the **Explore** page to find new tokenized stocks. Check performance metrics, market cap, and verify the issuer (Ondo, Backed, or Robinhood).
{% endstep %}

{% step %}

### Optimize with Rebalancer

If your portfolio is already diverse, use the **Rebalancer** to set target percentages for each asset. The tool will identify "drifts" and suggest necessary swaps to keep your risk in check.
{% endstep %}

{% step %}

### Execute Swaps

When you're ready to adjust your holdings, use the **Swap** interface. Select your chain, choose your pay token (e.g., ETH), and execute trades with minimal slippage thanks to Uniswap V3 integration.
{% endstep %}
{% endstepper %}

## Managing Multiple Chains

Realio simplifies the multi-chain experience:

* **Ethereum**: Access deep liquidity for major RWA tokens.
* **Robinhood Chain**: Trade exclusive assets with near-zero gas fees.
* **BNB Chain**: High-speed trading for popular tokenized stocks.

{% hint style="success" %}
**Pro Tip**: Use the **Dividend Tracker** within your Portfolio to see how much passive income your stocks are generating directly on-chain.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.realio.finance/getting-started/managing-your-assets.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
