Scenarios

Overview

• Scenarios: Overview

Popular Use Cases

• How to Show a Lump Sum vs Dollar Cost Averaging Scenario
• How to Show Real Life Events in Scenarios

FAQs

• How Does Scenarios Calculate Forward-Looking Returns Using the 10-Year Return?
• What Does Base Case Represent in a Scenario?
• How Does Scenarios Calculate Forward-Looking Returns Using the CAPM Expected Returns ?
• How Does Scenarios Calculate Forward-Looking Returns Using the Custom Return?
• How Does Scenarios Calculate Forward-Looking Returns Using Monte Carlo?
• How Is the Standard Deviation Range Determined in Scenarios?
• How to Periodically Increase the Contributions or Withdrawals in Scenarios?
• When are Contributions and Withdrawals Applied in Scenarios?
• When Building a Scenario, What Happens if a Security Is Not Active Prior to the Start Date?
• Why Is There an Error Message When Using a Future Date in Scenarios?

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