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Investment hierarchy suggestion

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drfox

01 Apr, 2022 10:21 PM

I'd like to see something like this:
Investments
   Retirement
      His
         Vanguard (for example)
            Holding 1
            Holding 2, etc
         Fidelity
            Holding 1, etc
      Hers
         Vanguard
         Fidelity
   Taxable
      His
         Vanguard
         Fidelity
      Hers
         Vanguard
         Fidelity
(you get the idea)
Thanks!

  1. System closed this discussion on 01 Jul, 2022 10:30 PM.

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