Remoscope
Invest
your cloud
Everything you own
$37,300
.00
3
accounts
2
brokers
4
holdings
Allocation
by tax type
37%
35%
28%
401(k)
$13.7k
deferred
Taxable
$13.0k
individual
Roth
$10.6k
tax-free
Concentration
AAPL is 41%
of everything — across 3 accounts.
41%
Holdings
unified
AA
AAPL
3 accts
Apple Inc.
$15,300
VO
VOO
S&P 500 · 401(k)
$11,000
VT
VTI
Total Market · Roth
$7,000
MS
MSFT
Microsoft · Taxable
$4,000
Accounts
3 connected
Taxable
Schwab Individual
$13,000
Tax-deferred
Vanguard 401(k)
$13,700
Tax-free
Fidelity Roth
$10,600