30 results found
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CONSUMER - PRINT SPREADSHEET OPTION
Program has the option to export spreadsheet to EXCEL. Not all users have EXCEL. Shifting back and forth and doing many screen prints is cumbersome.
REPORT option has print spreadsheet but is limited to "9 most important" columns.Would be helpful resolving problem with a print of one age data on one page for review.
1 vote -
consumer
On the special Exepenses screen allow the use of different inflation rates to increment after the base Current Annual Estimated Dollar Value on the next line so that you don't have to calcuate on your own every time you change the interest rate for different age groups.
0 votes -
Plot actual investment performance
Place a marker (dot/line plot) on each annual bar of the savings graph representing what their actual investments were worth. This would allow us to show graphically where the client is in relation to their savings goal (above or below trend). Should only require input on a spreadsheet once per year at their annual review.
8 votes -
1 vote
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expand performance input field
I would like to expand the performance input field, especially during their working years. Perhaps by decade for example 20 -10% 30-9%40-8%50-7%60-6%. Ive used an average ranging from 11% in the early days to 8% now.
7 votes -
Import lines into Special Expenses from CSV format
Or perhaps from a Quicken format. This would allow you to import a "budget" without having to hand enter it.
1 vote -
Investment Screen: Add re-allocation calculation
Add a current % of portfolio for each line item. Also add "proposed %" for each line item where advisor enters the re-allocation. Re-allocation percentages calculated by outside optimization programs NOT in the Retirement Planner. But given a current % and a proposed %, calculate the proposed $ values and display a column for "Proposed Change" which tells you a positive or negative number and a dollar amount to CHANGE the investments from one allocation to another. Ideal for 401k plans, for example.
3 votes -
Investment screen: Add Asset Classes or Risk Styles
Add column for asset class or risk style so that each investment can be classified. Then create a pie chart showing the "allocation". Do not do any optimization but just "report" the % allocation among asset classes specified by user.
18 votes -
PRO Version: Integration with Advisors Exchange
Integrate with Advisors Exchange so that client portfolios can be pulled automagically without having to hand enter anything.
7 votes -
Enhanced Investment Values plus Internet Data pull
Add symbols and shares to Investment screen, and perhaps cost basis. Can then pull values from internet sites like Yahoo to instantly update portfolio value without waiting for your "statement" to arrive in snail mail.
7 votes
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