Remoscope
Invest
your cloud
Everything you own
$37,300
.00
across
3 accounts
, 2 brokers — unified
Where it sits
by tax type
accounts
3
401(k)
tax-deferred
37%
Taxable
individual
35%
Roth IRA
tax-free
28%
Concentration risk
AAPL is 41%
of your whole portfolio — hidden across 3 accounts.
AAPL · $15,300
flagged above 20%
Holdings
unified · 4
AA
AAPL
3 accts
Apple Inc.
$15,300
41.0%
VO
VOO
S&P 500 · 401(k)
$11,000
29.5%
VT
VTI
Total Market · Roth
$7,000
18.8%
MS
MSFT
Microsoft · Taxable
$4,000
10.7%