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Interesting - I didn't know about FutureAdvisor, which seems like a great tool.

I have one nit with it -- I just had it analyze my portfolio; I find it odd that FA recommends no changes to an employer sponsored retirement plan due to "significant amount of unrecognized holdings", while it knows what options are available within the plan (ie, it doesn't suggest rebalancing the plan)



Co-founder here, thanks for trying out FutureAdvisor. We may not have all the plan option info available within the plan. If you have the email you signed up with, we can take a look the specific plan. Feel free to ping us directly at help@futureadvisor.com and we'll make sure to investigate immediately.




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