Your investments
By asset class · Beta
Now you can see your investments down to the individual position, automatically organized by asset class — so you finally have a clear picture of what you actually own.
Availability
The Document Vault is currently in beta and available to PlannerPlus members opted into Boldin's beta program. To enable beta features, go to your Profile (top right) → Account settings → Beta and toggle it on.
Connected accounts only. This view is rolling out first to members with linked accounts.
What this view shows
This 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. No guessing, no manual entry — just an accurate picture built from your real data.
Connected accounts are live now. Statement uploads and manual entry are coming soon, giving you a complete view of your full portfolio — even accounts that aren't linked — alongside your risk profile.
Take the Risk Tolerance Survey ↗
Availability | Users enrolled in Boldin's beta program with connected accounts |
How it's populated | Linked/connected accounts (v1) |
Asset classes | Equity · Fixed Income · Cash · Other |
Output | Current Allocation — asset mix with categorized holdings |
Where to find it | Assets and Debts → press the pie chart icon |
How to find it
Go to your Assets and Debts
Look for connected accounts with the pie chart icon
Press the icon
The view loads in the right panel — 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 your total portfolio value in the center.
A position-by-position list, with each holding mapped to an asset class and shown with its dollar value.
A "Still categorizing" section for any holdings Boldin hasn't yet mapped. Percentages update automatically 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, and percentages update automatically as categorization completes.
I don't have connected accounts. Can I still use this?
Not yet — this view is in beta for connected account users only. Statement upload and manual entry are on the roadmap.
Can I compare my allocation to my Risk Profile?
That comparison is coming. In this beta release, this view shows your Current Allocation. The alignment view — Current Allocation vs. Risk Profile — is part of the next phase.