The Investments tab gives you a full breakdown of your client's portfolio: every account, every holding, and the key metrics that matter for planning. You'll find it under Planning > Investments in any client's file.
This article walks through everything on the page, from the summary metrics at the top to the individual holdings inside each account.
Portfolio Metrics
Three cards sit at the top of the page and stay visible as you scroll:
Expense Ratio — The weighted average expense ratio across all holdings, plus the estimated annual cost in dollars.
Dividend Yield — The weighted average dividend yield across all holdings, plus the estimated annual dividend income.
Total Portfolio Value — The combined value of all accounts currently shown.
These numbers update automatically based on which accounts are visible. If you filter accounts or switch to a goal view, the metrics recalculate to reflect only what's on screen.
Account Rows
Each investment account shows up as a row with:
Account name — Click it to open the account's edit drawer.
Account type — The subtype (e.g., "401(k) - Traditional", "Taxable").
Dividend Yield — Weighted average across that account's holdings.
Expense Ratio — Weighted average across that account's holdings.
% of Portfolio — How much of the total portfolio this account represents.
Balance — The account's current value.
If an account has holdings, click anywhere on the row to expand it and see the holdings table underneath.
Holdings Table
When you expand an account, you see a row for each holding with these columns:
Ticker — The ticker symbol (or a colored badge for custom holdings like Cash, US Stock, Bond, etc.).
Name — The security name.
Quantity — Number of shares held.
Price — Current share price.
Dividend Yield — The holding's dividend yield.
Expense Ratio — The holding's expense ratio.
% of Account — What percentage of the account this holding represents.
Value — The holding's current market value.
Not every account will have individual holdings. Some accounts (like bank accounts or real estate) show up in the portfolio view but won't have a holdings table to expand.
Ticker Detail Modal
Click any ticker symbol in the holdings table to open a detail modal with deeper information about that security. What you see depends on the type:
Stocks — Price chart (3-month history), market cap, P/E ratio, EPS, dividend yield, beta, description, and a link to the company website.
ETFs — Price chart, total assets, expense ratio, dividend yield, number of holdings, beta, top holdings table, and sector allocation breakdown.
Mutual Funds — Price chart, net assets, expense ratio, dividend yield, 1-year/3-year/5-year returns, top holdings, and sector allocation.
The price chart is interactive. Hover over it to see the price at any point over the last 3 months, and a visual 52-week range bar shows where the current price sits relative to its highs and lows.
Allocation Charts
Below the accounts, a set of charts breaks down the portfolio by different dimensions:
Asset Class — US Stock, Non-US Stock, Bond, Cash, Real Estate, Annuity, Business, Crypto, Other, Unclassified.
Tax Status — Taxable, Tax Deferred, Tax Free.
Market Cap — Mega, Large, Medium, Small, Micro, Unclassified.
Sector — Technology, Financial Services, Healthcare, Consumer Cyclical, Industrials, Communication Services, Consumer Defensive, Energy, Basic Materials, Real Estate, Utilities, Unclassified.
Region — A geographic map showing allocation by region (North America, Europe Developed, United Kingdom, Asia Developed, Asia Emerging, Japan, Australasia, Latin America, Europe Emerging, Africa/Middle East). Hover over the map for percentages, and a legend table below shows dollar amounts and percentages sorted by size.
These charts reflect whichever accounts are currently visible on the page.
Viewing By Account vs. By Goal
A toggle at the top of the page lets you switch between two views:
By Account is the default. It shows all investment accounts, and you can use the account filter dropdown to add or remove specific accounts. The filter groups accounts by type (Bank, Investment, Property, Annuity, Business) and lets you select or deselect entire groups at once.
By Goal shows only the accounts assigned to a specific goal. Pick a goal from the dropdown, and the page recalculates everything based on each account's allocation to that goal. The "Balance" column changes to "Allocated" to show the portion assigned to the goal, and "% of Portfolio" becomes "% of Goal."
This is useful when you want to see, for example, just the retirement accounts and how they're allocated, without the noise of every other account in the portfolio.
Expand All / Collapse All
If you want to see every holding across every account at once, click the Expand All button in the header. Click it again to collapse everything back down. Handy for a quick scan of the full portfolio.
CSV Export
Click the Export button in the header to download the holdings data as a CSV file. The export includes these columns:
Account Name
Account Type
Ticker
Description
Quantity
Price
Cost Basis
Dividend Yield
Expense Ratio
Value
Accounts with individual holdings get one row per holding. Accounts without holdings (like bank accounts) get a single row. The export reflects whatever's currently shown on the page, so if you've filtered to specific accounts or a specific goal, the CSV will match.
This is useful for compliance reviews, sharing data with a client's CPA, or doing your own analysis in a spreadsheet.
Updating Holdings Data
Holdings data lives in Profile > Accounts. To update share prices, quantities, or other holding details:
Click the account name in any row on the Investments tab to open the account's edit drawer.
Inside the drawer, you'll see the holdings list. Click any holding to edit its ticker, quantity, price, cost basis, expense ratio, and dividend yield.
Changes save automatically and are reflected immediately on the Investments tab.
If a holding has a recognized ticker symbol, Kerdora looks up the current price automatically. You'll see the live price populate when you enter or update a ticker. If prices aren't updating, double-check that the ticker symbol is correct and matches the exchange listing (e.g., "VTI" not "Vanguard Total Stock").
For holdings without a ticker (like a private investment or cash position), you'll need to update the price manually.
How Investments Connect to the Rest of the Plan
The data on the Investments tab feeds into other parts of Kerdora:
Goals — When you assign accounts to a goal (like Retirement or Education), the goal calculator pulls the account balances and allocation data from here. The "By Goal" view lets you see exactly which accounts are feeding a specific goal and how they're allocated.
Guides — Investment components you add to a Guide (like portfolio breakdowns or account tables) pull from the same data shown on this tab.
Profile > Accounts — The underlying account and holding data lives in the client's profile. What you see on the Investments tab is the analytical view of that same data.