---
title: Location
description: The Location tab plots your holdings on a world map, clustered by proximity and filterable by asset group, so you can see where your wealth physically sits.
icon: map-location-dot
page_type: feature
area: Holdings & Securities
last_updated: 2026-08-28
related:
  - features/analytics
  - features/dashboard
  - reference/glossary
tags:
  - location
  - map
  - geography
  - holdings
  - real estate
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

import { PageMeta, GlossaryRef, Troubleshoot } from '/snippets/components.mdx';

<PageMeta last_updated="2026-08-28" />

**Location** puts your holdings on a world map. Where the Analytics **Geographies** chart tells you how much sits in a country, Location shows you where each holding actually is.

## How it works

The map opens zoomed out to show everything at once. Each pin is a place, and a place can hold more than one asset — a building with several holdings registered to it shows as one pin.

### What appears on the map

A holding is plotted when Annise has an address on file for it. Anything without one doesn't appear, so the map is a view of your located holdings rather than of everything you own.

That makes the tab most complete for **real estate** and other physical assets, where an address is part of the record.

### Clusters

Pins close together combine into a numbered cluster. Zoom in and clusters break apart into smaller ones and eventually into individual pins.

### Filtering by asset group

Filters down the side narrow the map to the groups you care about, with **Select All** to take everything at once. Assets and liabilities are listed separately:

| Assets | Liabilities |
| --- | --- |
| Alternative, Cash, Equity, Fixed Income, Private Credit, Private Equity, Real Estate | Line Of Credit, Mortgage |

Turning a group off removes its holdings from the map. Where a pin holds several assets, only the ones in your selected groups count toward it.

## Using it

### Looking at a place

Click a pin to open its card. It shows the holding's name and value, along with its gain or loss for the period — as an amount and a percentage.

Where a pin covers several holdings, the card steps through them; use the arrows to move between them.

### Assessing exposure

The Location tab carries an AI agent that assesses macro and geopolitical risk for what you're looking at. See [AI agents](https://annise-external.jamdesk.app/features/ai-agents) for how the agents work.

### Refreshing

The refresh control re-fetches locations. Map data is cached for a few minutes, so use it if you've just added or edited a holding's address and want the map to catch up.

## Troubleshooting

<Troubleshoot title="A holding isn't on the map">
  Annise doesn't have an address for it. Only holdings with a recorded location are plotted — add an address to the holding and refresh.
</Troubleshoot>

<Troubleshoot title="The map is empty and shows a single pin in New York">
  That's the sample pin Annise shows when there's nothing to plot yet. It's a placeholder, not one of your holdings — it disappears once you have located holdings.
</Troubleshoot>

<Troubleshoot title="Everything is bunched into one numbered circle">
  That's a cluster, not a single holding. The number is how many places it covers. Zoom in and it separates.
</Troubleshoot>

<Troubleshoot title="A holding I just added isn't showing">
  Locations are cached for a few minutes. Use the refresh control to reload the map.
</Troubleshoot>

<Troubleshoot title="My map looks emptier than my portfolio">
  Expected if much of what you hold is listed securities rather than physical assets. Check the group filters too — anything switched off is hidden. For a complete geographic split of everything you own, use the **Geographies** chart on [Analytics](https://annise-external.jamdesk.app/features/analytics).
</Troubleshoot>

## Related

<Columns cols={2}>
  <Card title="Analytics" icon="chart-pie" href="/features/analytics">
    The Geographies chart, which covers every holding rather than only located ones.
  </Card>
  <Card title="AI agents" icon="sparkles" href="/features/ai-agents">
    The agents that assess risk against your portfolio.
  </Card>
</Columns>