Scenarios
Show the impact of withdrawals and deposits on a portfolio’s value. Add your investment strategy, define a time period and contribution type, and create compelling visuals for client conversations.
Overview
Popular Use Cases
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?