Investment Allocation Reporting?

Ryan SC
Ryan SC Member
edited September 2020 in Feedback

I don't see anywhere that I can see my investment portfolio allocations (large cap, small cap, bonds, international, etc...)

Are there any plans to add this feature to Simplifi?


  • Coach Paco
    Coach Paco Moderator admin

    @Ryan SC Right now, no. In the future, we may look into adding additional reports into Simplifi but nothing planned as of yet.

This discussion has been closed.