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Value Goal Tracker

KPI-Value Goal Tracker

Overview​

The Value Goal Tracker Widget helps you estimate the time required to reach your specified investment target based solely on contributions and growth. By inputting your initial investment, desired target, and regular contribution details, you can explore different growth scenarios and optimize your investment strategy.

Data Displayed​

  1. Target Date and Value

    • The widget can be configured to either display Target Date or Duration
      • Target Date: The estimated date by which your investment goal will be achieved based on the current inputs.
      • Duration: The estimated number of years and months after which your investment goal will be achieved based on the current inputs.
    • Target Value: The desired investment value you aim to reach.

Settings​

  1. Accessing Settings:

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

  2. General Settings:

    • Display by: Choose how to display your progress (Date or Duration).
    • Target Value of Holdings: Enter the desired target value for your investments.

  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:

    • Regular Contributions
      • 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
      • 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.