Settings
Configure your portfolio preferences and account settings.
Accounts
No accounts yet. Upload portfolio data or add an account manually.
Target Allocation
No target allocation configured yet.
Fund Mappings
Map each ticker to an asset class for allocation tracking.
No fund mappings yet. Upload portfolio data or add mappings manually.
Drift Alerts
Alert when any asset class drifts more than this from target.
Optimal Asset Location
Asset location places investments in accounts where they're most tax-efficient. Two settings control this: which accounts to fill first, and which asset classes to place first. The defaults favor tax efficiency—fill tax-sheltered accounts first, starting with bonds.
Account Fill Order
Set which accounts receive assets first. The default (Traditional → HSA → Roth → Taxable) prioritizes tax-sheltered accounts.
Asset Class Priority
Set which asset classes get placed first. By default, tax-inefficient assets (bonds) rank higher so they land in tax-sheltered accounts; stocks rank lower and overflow into Roth and taxable.
Default Ranking
Higher rank = placed first
Customize Ranking by Account Type
Preferred Funds
Configure which fund to use for each brokerage, account type, and asset class combination.
No preferred funds configured. Add preferences to help rebalancing recommend the right funds.
Custom Categories
Define your own asset classes and brokerages beyond the built-in options.
Asset Classes
Create your own categories like REITs, TIPS, or Emerging Markets
No custom categories yet.
The built-in categories (US Total Market, Int'l Total Market, US Bonds, Cash, etc.) are always available.
Brokerages
Add brokerages beyond Fidelity, Vanguard, and Schwab
No custom brokerages yet.
Fidelity, Vanguard, and Schwab are always available.
Tax-Loss Harvesting
Configure thresholds and preferences for tax-loss harvesting recommendations.
Only alert me when total losses are above this dollar amount.
Only include lots where the loss is above this percentage.
Include positions held over 1 year. Long-term losses offset long-term gains first.
Include positions held under 1 year. Short-term losses offset short-term gains first.
Email Alerts
Get email alerts when your portfolio drifts beyond your threshold or tax-loss harvesting opportunities appear.
Sign in to enable email alerts for your portfolio.
Data Management
Danger Zone
Remove all accounts, holdings, and settings. Your login will remain active.