Classic Deluxe and Asset Allocation questions

NewTimes

I have searched this blog and not found my question so here is my initial post as I am considering purchasing Classic Deluxe. I have been using Personal Capital and later Empower for several years. Everything has been fine until the latest upgrade which I am now not even able to login into my account. I seem to be receiving an AI response to my numerous emails to correct the change.

I use Empower for one purpose. To use their allocation breakdown. I have created a spreadsheet to collect the data. I copy and paste the Empower data into my spreadsheet and assemble the data that I choose. From what Empower was able to provide, I have the 9 classes of large, medium, and small US caps, developing, emerging, real estate, other on the equity side. Bonds are US and Int'l with government, corporate, and muni. When I have copied and pasted the Empower data, I have the amounts and percentages of each fund in each of the classifications, which gives me a truer percentage. As example Avantis AVGE has all a percentage of all classes except US and Int'l bonds, while Vanguard VSMGX has percentages of all classifications. I have 6 total funds in M1 Finance and 1 with Vanguard.

I know this is a lengthy premise, but does Classic Deluxe, or another app, provide this data either in reports or in my current cut and paste method. Thanks.

—Russell

Jon

Windows or Mac?