TrueFi Docs

Launching a portfolio

Once successfully onboarded, a portfolio manager can launch a new portfolio.
Approved PMs can easily create a portfolio by clicking "Create New Portfolio" at This will walk PMs through the portfolio creation UI:
In portfolio creation, PMs are able to configure the following settings:
  • Minimum / Maximum portfolio size
  • Portfolio fee (in basis points)
    • Fee is charged upon origination, on a per annum basis, on capital deployed
    • Example: portfolio fee = 100 bps, 1M USDC loan for 30 days Portfolio fee = 1% * (30/365) * 1,000,000 USDC = 821.92 USDC
  • Lender restrictions
  • Portfolio duration / maturity date
    • Lender funds will be locked up until this date