FinDash Docs ยท Reviewed 2026-08-09
Portfolio Analysis
Review investment exposure across linked, custodial, and manual sources.
Holdings View
Investment holdings can come from Plaid, custodial feeds, and manual account data. Use the holdings view to review positions by account, security, asset class, and source.
Asset Allocation
FinDash classifies holdings into asset classes such as equities, fixed income, cash, alternatives, real estate, commodities, and crypto. Saved overrides can correct classifications when a feed sends unclear asset-class data.
Sector Analysis
Where the data source provides security or sector detail, advisors can use allocation and concentration views to identify overexposure by security, account, category, or asset class.
Household and Owner Context
Use combined accounts and Owner View to understand which household member, trust, entity, or shared account owns the exposure. This is important before making tax, estate, or withdrawal recommendations.
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