Visualize, Forecast, and Analyze.
The Historical Data widget allows you to review the performance history of individual accounts, assets, or tagged groups. This feature lets you track how your investments and savings have evolved over time, offering a clearer picture of past trends and aiding in future decision-making.
The Forecast with Life Events widget enables you to create scenarios based on future key life events, such as buying a home, retirement, or funding education. By forecasting the impact of these events on your wealth, you can better plan for significant milestones and adjust your financial strategies accordingly.
The Pie Chart widget provides a visual breakdown of your accounts or tagged groups by Country, Type, or Holding. This tool helps you track the percentage allocation of your assets, offering a quick and intuitive way to see how your investments are distributed and ensuring a well-balanced portfolio.
Together, these widgets offer a comprehensive approach to monitoring and planning your finances, making it easier to analyze historical performance, prepare for future events, and understand the composition of your holdings.
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