Worthic organises investment-related documents inside the Documents workspace using the same account-first structure as the rest of the app. Each investment account appears under Worthic HQ > Accounts > [account name], so a brokerage account, retirement account, managed portfolio, precious metals account, or collectibles portfolio can have its own document area.
For detailed investment accounts, Worthic creates folders for Transaction records, Transaction-linked documents, and Other documents, organised by year and month. That keeps imported statements, confirmations, dividend records, trade-related files, and supporting documents close to the account they belong to. Transaction-linked files are especially useful where a document supports a specific buy, sell, dividend, fee, tax, or cash movement.
The document processor can recognise common investment documents such as portfolio statements, broker statements, holding statements, broker documents, and general investment statements. Where enough information is available, those documents can feed review workflows or help extract investment activity.
Investment exports and reports are also treated as documents. Balance history, positions, dividends, and investment cash transaction exports can be generated from the Investments module and stored as report artifacts, so the supporting evidence and the portfolio view stay connected rather than living in separate silos.