🎯
Asset Location Optimizer
Find the optimal account for each investment to minimize taxes and maximize your after-tax returns.
Account Balances
Target Allocation (must sum to 100%)
Tax Rates
Time Horizon
Expected Returns by Asset Class
| Asset Class | Account | Amount |
|---|
Annual Tax Drag Comparison
Optionality · Asset Location Optimizer
Want a complete picture?
Optionality tracks your investments, real estate, and all assets in one place — with an AI financial advisor that builds a personalized plan to optimize your taxes and grow wealth faster.
Get your free financial snapshotFree to use · No credit card required