Currently, investment accounts are classified broadly using asset-type labels like “US Stocks”, “International Stocks”, and “Bonds”. Many users would prefer account-level classifications such as “Brokerage”, “Other”, and “Retirement” to better understand the purpose and structure of their holdings at a glance.

Additionally, target-date funds (e.g., TDF 2055) are displayed as a single line item. It would be helpful to have the underlying composition of these funds broken out — showing the allocation across asset classes — so users can see a more complete picture of how their investment dollars are actually invested.

This would make the Investments section more actionable and easier to interpret for users planning for retirement or tracking diversification across account types.