My hero usecase with these tools is to auto pull investments from Fidelity 401K account + Schwab brokerage + BYOBrokerage.
Then combine them and break them down by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc)
Then combine them and break them down by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc)