New Feature: Understanding Your Asset Allocation
Overview: What it is
On Aug 19, 2026 Boldin launched the Total Asset Allocation suite, a powerful evolution in how you visualize your wealth.
By mapping every position—from individual stocks to complex mutual funds—into core asset classes like US Equity, Developed and Emerging International Equity, Fixed Income, and Cash, the suite offers a clear, consolidated view of your portfolio.
This feature addresses the fundamental question every investor asks: "What is my real asset mix?" by providing a defensible, consolidated answer across your entire financial life.
This isn't just about data; it's about ensuring your investments are perfectly aligned with your goals, values and priorities.
Who it's for
Individuals approaching retirement who need a bird's-eye view of their net worth and risk exposure.
Active investors looking to rebalance their portfolios or identify unintended cash drag.
Assessing total stock market exposure across multiple 401(k)s and IRAs; planning a transition from growth-oriented to income-oriented assets.
Why Use This Feature?
See your true asset allocation: Get a clear, consolidated view of your portfolio foundation across 8 asset classes..
Compare your asset allocation to your risk profile: Visualize your current allocations to ensure they align with your intended risk strategy.
Align Investments with Goals: Visibility into the portfolio foundation helps you align your investments with their specific circumstances, goals, values and priorities.
Visualize Portfolio Gaps: Identify exactly what you own and where you are exposed, allowing for comparisons against a Boldin PlanPath Portfolio or specific risk profiles.
Simplify Client Intake for Boldin Advisors: Streamline customer intake, increase advisor accuracy and efficiency.
Where to find it
The feature streamlines your experience by automating the holdings view, significantly reducing the effort required during client intake or personal updates. You can access these tools via the Connections page or Assets and Debts. Once your data is integrated, navigate to the Asset Allocation Page to see your full financial story unfold.
The asset classes
US Large Cap Equities
US Mid/Small Cap Equities
Int'l Developed Equities
Int'l Emerging Equities
Fixed Income
Alternative Assets
Cash & Cash Equivalents
Unclassified
Note: Real Estate & Commodities will resolve to Alternative Assets
How to use it
Input Data: Link accounts via secure sync, upload digital statements to the Vault, prompt Boldin AI to create your accounts and holdings, or manually add specific holdings for a complete picture.
Navigate to the Asset Allocation Page to see your full financial story unfold.
Frequently Asked Questions (FAQs)
How often does the data refresh? Linked accounts typically sync daily, while manual entries and Vault uploads require user updates.
Does this change the model portfolios, rate of return model, standard deviation, Monte Carlo or return forecast? No. The planned Allocation Explorer will utilize an institutional grade portfolio model and include glide path rate changes, changes to rates, changes to the standard deviation and the Monte Carlo mode.
Associated Content
View How to account for rates of return to learn more about Boldin’s portfolio rate, and models and return forecasts
View Risk Profile to learn more about Boldin's Risk Tolerance Survey
View Holdings to learn more about position level data