Asset Allocation

Diver4242

Is there any plan to show our overall asset allocation, and by account? That would be wonderful!

Coach Natalie

Hello @Diver4242,

Thanks for posting your inquiry to the Community!

Are you looking for something like this? —

https://community.simplifimoney.com/discussion/933/investment-portfolio-allocations-with-graph-edited-1-merged-voted

If so, please be sure to add your vote and feedback accordingly!

-Coach Natalie

Diver4242

Yes! I just commented and upvoted! Thanks.