What Is Holdings?
Holdings is a position-level view of what you actually own — every investment holding in your connected accounts mapped to one of four asset classes and displayed as your Current Allocation.
Instead of estimating your asset mix, Boldin reads your actual positions from your linked accounts and builds your Current Allocation from the ground up.
Availability
Holdings is currently in beta. To access it, you'll need to be opted into Boldin's beta program. To enable beta features, go to your Profile (top right) → Account settings → Beta and toggle it on.
How to Find Your Holdings
Go to your Connections page.
Open a connected account.
Your Holdings view loads — asset mix at the top, position list below.
What You'll See
A donut chart showing your allocation across Equity, Fixed Income, Cash, and Other, with the total portfolio value in the center.
A position-by-position list with each holding mapped to an asset class and its dollar value.
A "Still categorizing" section for any holdings Boldin hasn't yet mapped — percentages update as categorization completes.
What the Four Asset Classes Mean
Equity | Stocks, stock funds, and equity ETFs |
Fixed Income | Bonds, bond funds, and fixed income ETFs |
Cash | Money market, savings, and cash equivalents |
Other | Real estate, alternatives, and holdings that don't fit the above |
Frequently Asked Questions
My account is connected but I don't see all my holdings categorized yet.
Some holdings take longer to map — especially funds with CUSIPs or less common tickers. You'll see a "Still categorizing" section in your list. Percentages update automatically as categorization completes.
I don't have connected accounts. Can I still use Holdings?
Not yet — Holdings is in beta for connected account users only. Statement upload and manual entry are on the roadmap.
Can I compare my Holdings to my Risk Profile?
That comparison is coming. In this beta release, Holdings shows your Current Allocation. The alignment view — Current Allocation vs. Risk Profile — is part of the next phase.