Fidelity (and I assume other brokers) lets you import data for your accounts at other brokers. May I ask what will be the value-add of Principal? In analyzing

Fidelity (and I assume other brokers) lets you import data for your accounts at other brokers. May I ask what will be the value-add of Principal? In analyzing my own portfolio, a feature I have wanted is an analysis of after-tax asset allocation. For example, if you have $X in stocks in your 401K and anticipate that your income tax rate will be 30% in retirement, you effectively have $0.7*X in stocks. For stocks in a taxable account you can discount your holdings based on the cost basis and the capital gains tax rate. Good luck.