Track investments and holdings

Use the investments area to manage holdings, refresh prices, and keep your portfolio aligned with net worth totals.

Holdings live inside net worth

Dolla keeps investment tracking inside the broader net worth workspace, so the portfolio is not separate from the rest of your assets.

Refreshing prices

Market-aware totals depend on holding prices. If an investment value looks stale, refresh or revisit the holdings list before assuming the net worth history is wrong.

Sector and asset detail

Portfolio insights are strongest when holdings have enough classification detail. Blank or unclassified sector data can reduce the quality of allocation views.

The Investments row now also highlights top gainers and laggards by unrealised return, plus concentration and coverage warnings. Treat those as portfolio-shape signals rather than intraday market-mover data.