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Future Value Estimate

KPI - Future Value Estimate

Overview​

The Future Value Estimator Widget helps you estimate the expected future value of your investment on a specific date. By inputting your initial investment, contribution details, and the target date, you can discover how your assets could grow over time with compounded growth and contributions. This widget is perfect for planning significant financial goals like retirement or education savings.

Data Displayed​

  1. Estimated Future Value This figure represents the expected future value of your investment on the specified target date. It is based on your initial investment, regular contributions, and the annual growth rate of your holdings.

  2. Target Date The specific date by which the future value of your investment is estimated.

Settings​

  1. Accessing Settings:

    • Click on the settings icon to open the settings menu.

  2. General Settings:

    • Target Date: Enter the target date for the future value estimation.

  3. Holdings Settings:

    • Initial Investment Value: Enter the initial value of your investments.
      • Use Holdings Value: When selected the Initial Investment Value will be overwritten by the current market value of the holdings
    • Annual Holdings Growth Rate: Specify the expected annual growth rate of your holdings.

  4. Contributions Settings:

    • Amount: Enter the amount you plan to contribute regularly.
    • Frequency: Select the frequency of your contributions (Monthly or Yearly).
    • Start Date: Enter the start date for your contributions.
    • Finish Date: Enter the end date for your contributions.
    • Lump Sum: Enter any lump sum contributions.
    • Lump Sum Date: Enter the date for the lump sum contribution.

  5. Saving Changes:

    • After entering all the necessary information, click "Save" to apply your changes.
    • Buttons:
      • Default: Resets the settings to default values.
      • Cancel: Discards any changes made.
      • Save: Applies and saves the changes.