Thanks for the excellent feedback! To answer your first question, the geography works at a fund level at the moment. The ability to break down that mutual fund or ETF into individual securities and their corresponding locations is in the works and will surface in the next release. Great suggestion/request.
The description of the plans and how they're described is definitely going to be reworked as that's a common theme in the feedback being received. I like your suggestion about mapping feature sets to the plans, apologies for that not being clear.
The description of the plans and how they're described is definitely going to be reworked as that's a common theme in the feedback being received. I like your suggestion about mapping feature sets to the plans, apologies for that not being clear.