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Portfolio Forecast

Chart - Portfolio Forecast

Overview​

The Portfolio Forecast widget projects the future value of your portfolio based on specified contributions, withdrawals, and expected growth rate. This widget provides a visual representation of how your portfolio's value is predicted to change over time, helping you plan and manage your investments effectively.

Data Display Options​

The data displayed in this widget depends on the settings you choose. The following options are available:

  1. Display by: You can choose to display the forecast data by year or by month.
  2. Year of Forecast: Specify the number of years into the future for the forecast.
  3. Initial Investment Value: Input the current value of your portfolio holdings.
  4. User Holdings Value: Toggle to manually input your current holdings value if it differs from the initial investment value.
  5. Annual Holdings Growth Rate: Set the expected annual growth rate of your portfolio.

Contributions​

  • Amount: Enter the amount of regular contributions.
  • Frequency: Choose the frequency of contributions (monthly or yearly).
  • Start Date: Set the start date for contributions.
  • Finish Date: Set the end date for contributions, if any.
  • Lump Sum: Optionally, add a lump sum contribution.
  • Lump Sum Date: Specify the date for the lump sum contribution.

Withdrawals​

  • Amount: Enter the amount of regular withdrawals.
  • Frequency: Choose the frequency of withdrawals (monthly or yearly).
  • Start Date: Set the start date for withdrawals.

Chart​

The chart provides a comprehensive visualization of your portfolio's forecasted value. It includes:

  • Holdings Value: A line showing the projected value of your holdings over time.
  • Change: A line indicating the change in your portfolio value.
  • Withdrawal: Bars representing the amount withdrawn from the portfolio at specified intervals.