Locus scores every holding in your portfolio against the account it lives in — taxable, Traditional, Roth, or HSA — and totals the avoidable tax drag of anything sitting in the wrong place.
Get a ranked relocation plan that keeps your allocation identical while moving the tax-inefficient assets into shelter, plus a foreign-tax-credit check for international funds.
Ignis Tools — nine tax-aware retirement planning tools, one unified Persona. Learn library.