u/Exotic_Ad_3238

Visibility of actual allocation of invested funds

Hi folks. This is a feature request.

I'm adjusting my stock/bond/cash allocation in the decade of early retirement, to accommodate the need for a sizeable cash wedge in those years.The allocation varies by account, which makes it harder to see the overall allocation. I can export the plan and pull the info out on a spreadsheet, but I'd love to have an easy way to see this (overall allocation, how it changed over time, and possibly even how it's arranged over the various accounts) inside Adviice. Ideally, I'd see a table and a graph summarizing this.

Thoughts on this idea?

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u/Exotic_Ad_3238 — 26 days ago