For my use case, I have a 401K that has both Roth and Pre-tax sources which show up in Monarch as one account. Monarch also has no ability to distinguish what funds are pre-tax or Roth. However, I know the rough percentage of the fund sources and at what rate they are being contributed. I'd like if Monarch-ProjectionLab-Bridge could split a single Monarch account into multiple ProjectionLabs accounts based on a static percentage supplied by the user.
For my use case, I have a 401K that has both Roth and Pre-tax sources which show up in Monarch as one account. Monarch also has no ability to distinguish what funds are pre-tax or Roth. However, I know the rough percentage of the fund sources and at what rate they are being contributed. I'd like if Monarch-ProjectionLab-Bridge could split a single Monarch account into multiple ProjectionLabs accounts based on a static percentage supplied by the user.