We are in the process of transitioning a clients accounts. This is what they current hold in various accounts. For many of the tickers the asset class is incorrect. Many bond funds are auto tagged as All Cap. International funds get tagged at US All Cap. Emerging Market funds will be tagged as International. Money Market/Cash equivalents are All Cap. Attached are examples of the incorrect tagging. I know there is a work around to create a custom holding but it would be nice if the tickers were auto labeled correctly.

Under the Insurance tab, this feature supports Whole Life, Universal Life, Indexed Universal Life, and Variable Universal Life, along with Term and Permanent.

Enter one policy, and Income Lab links the premiums, cash value, death benefit, distributions, and tax treatment, updating them together as the plan runs.

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Currently, the options are either to use the preset risk-based allocations, which can have fairly large jumps between stock and bond percentages, or manually build a custom allocation across U.S. stocks, international stocks, emerging markets, bonds, and other asset classes. Doing this separately for multiple accounts is very time-consuming.

A simpler option would be to allow the user to enter just the desired equity percentage for an account, with the remainder automatically allocated to fixed income. For example, entering 70% equities would automatically create a 70/30 portfolio using the platform’s standard global equity allocation, such as VT, and fixed-income allocation, such as BND.

This would make asset location much easier. Roth IRAs, traditional IRAs, 401(k)s, and taxable accounts often need different stock/bond mixes, even when the household has a single overall target allocation. Right now, creating custom allocations is too tedious, while the jumps between the preset risk-based allocations are too large to make them very usable for this purpose. As a result, I tend to use the same static allocation across every account, based on the household’s overall target allocation. That is not ideal because different accounts will grow at different rates depending on their underlying allocations, causing the household-level allocation to drift over time and requiring additional rebalancing.

An “Equity %” field at the account level would make account-specific allocations significantly faster and more practical to implement and maintain.

Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale, and you are working with the latest data and assumptions.

With this latest update:

• Default capital market assumptions have been updated.

• Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).

• Economic context variables used in Historical Analysis have been updated to reflect data through the end of August 2026.

• Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.

Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.

Please make displaying all values the default behavior. Showing only one value at a time makes it difficult to compare all 25 scenarios and remember the differences between options. Feels like a memory game.

Being able to drag the window to another position — or having it remember where I last placed it — would let me keep the assistant open while still seeing the content it's meant to help me with.