Great aggregator that is easy to set up and use, and keep everything organized by creating hierarchies of accounts. I only wish that in the future they will provide 3 things: 1) A greater ability to drill down into investable assets in more detail, so you could, for example, click on an asset class and see the actual positions making up that number. 2) The aggregator provides a consolidated view of concentration risk. For example, if I own 5 mutual funds investing in equities, how much exposure do I have to XYZ company across those 5 funds. 3) An ability to track, across all selected asset accounts, YTD and QTD interest, dividends, and capital gains. This would be an amazing time saver when it comes to paying quarterly estimated taxes. Overall, very happy with this product, the thought that obviously went into it, and it's ease of use. It is my go to dashboard.