I’d like to be able to have a holistic view of my accounts and be able to assess whether I’m allocated properly: e.g. xxx% cash, yyy% tax-deferred, zzz% tax free, etc.

This would also hold for debts - percentage by asset or asset class.

Ultimately, if there were detailed breakdowns into the investments, this would be able to support asset class evaluation and rebalancing… but that’s a different feature – this is purely displaying the current values as percentages instead of (or in addition to) the actual values.

Note: having a general toggle for percentages would be useful for sharing and privacy. You can go over the approach without revealing the details. E.g. For sharing and explaining, my actual FIRE dollar amount doesn’t matter, but my relative progress, ratios, etc. are easily sharable and can convey the picture.