How to Show a Lump Sum vs Dollar Cost Averaging Scenario

 

How to Build this Scenario: 

First start by creating the Lump Sum Investment Scenario

1. Add in the Security and Investment information - Security name, Start and End Date, and the Initial Investment
2. Select Add a Scenario
3. Add in the Scenario name
4. Select Contribution under Type
5. Choose Value for Data Type
6. Enter in your value
7. Set Frequency to One Time
8. Add in date of lump sum. 
9. Save scenario
10. First, click the X next to the Lump Sum scenario you added, you should then see the 'Add a Scenario' field again. 
11. Toggle the Compare To from Benchmark to Saved Scenario and choose the Lump Sum scenario

Next, we're going to build the Dollar Cost Averaging Scenario

1. Click Add a Scenario
2. Give the scenario a name 
3. Select Contribution under Type
4. Choose Value for Data Type
5. Enter in your value
6. Set Frequency to Monthly, Quarterly, Semi-Annual, or Annually
7. Add in your start and end dates
8. Select Add
9. Click Calculate