Breakdown of Investments Categories
Akanksha Mahajan
There should be a breakdown option for user to select or tag how much investment is in individual accounts and retirement accounts.
In short I would love to see how much i have invested in roth and traditional and how much is in individual accounts.
This would help me make better decisions regarding my retirement and future planning.
Juliet
Merged in a post:
Subsection within Investments
K
Kristie
It would be great if we could create sections within investments. I'd like to separate out my dependent daughter's investments from my own. They have distinct goals and different trajectories, so it would be helpful to see those at a glance, separate from my own investments.