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Depletion Forecast

KPI - Deplection Forecast

Overview​

The Portfolio Depletion Forecast Widget provides an estimate of how long your investment balance will last based on current contributions, withdrawals, and growth rates. By adjusting these parameters, you can see how different scenarios affect the longevity of your funds, helping you plan for future financial needs.

Data Displayed​

  1. Depletion Timeframe This figure shows the estimated duration until your portfolio is depleted based on the current settings for contributions, withdrawals, and growth rates. The result is presented in years and months.

Settings​

  1. Accessing Settings:

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

  2. General Settings:

    • Display by: Choose how to display the depletion forecast (e.g., by Duration or Date).
      • By Duration
      • By Date

  3. Holdings Settings:

    • Initial Investment Value: Enter the initial value of your investments.
      • IF the User Holding Value toggle is ON the current value of the holdings will be used for the calculations
    • 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 (e.g., 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. Withdrawals Settings:

    • Amount: Enter the amount you plan to withdraw regularly.
    • Frequency: Select the frequency of your withdrawals (e.g., Monthly or Yearly).
    • Start Date: Enter the start date for your withdrawals.

  6. 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.