New Articles

  1. Income Analysis Retirement Cashflow - Results & Advanced Options New

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  2. Income Analysis Retirement Cashflow - Creating Research New

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  3. Switching - Excluded Products New

    This is a continuation of article  Switching - Results Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...
  4. Income Analysis - Advanced Options - Selecting a preferred scenario New

    This article is a continuation of  Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...
  5. Income Analysis - Advanced Options - Compare New

    This article is a continuation of  Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article  Income Analysis - Report ...
  6. Income Analysis - Advanced Options - Editing Scenarios New

    This article is a continuation of  Income Analysis - Advanced Options - Creating Scenarios Once new scenarios has been created, you can amend the inputs and compare them against each other. In the example below, I will create three scenarios in...
  7. Income Analysis - Advanced Options - Creating Scenarios New

    This article is a continuation of  Income Analysis - Advanced Options Add a new scenario by selecting + New Name the new scenario and click OK This will copy the original scenarios details, ready to modify. Change any input...
  8. Income Analysis - Advanced Options New

    This article is a continuation of  Income Analysis - Results - Export Charts Advanced options allows you to create and compare up to 3 additional scenarios. Advanced Options will show the original income analysis scenario. Change any inpu...
  9. Comparison & Ex-Ante - Convert to Holding New

    This article is a continuation of  Comparison & Ex-Ante Report Once you have created your Comparison & Ex-Ante report and it has been marked as complete, you can convert the research into Holdings. Click Convert to Holding A pop-up will a...
  10. Comparison & Ex-Ante - Excluded Products New

    This is a continuation of article  Comparison & Ex-Ante - Research Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...