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RetirementView - Ideas Forum

Welcome to our “Water Cooler Ideas” forum. Do you have an idea about how to improve the “RetirementView” program? Our program has evolved mostly through the suggestions and ideas from actual customers. We want to hear from you!

We will assess the ideas based on your ideas and votes, and then prioritize our schedule of enhancements around these ideas. BUT WE REFUSE TO MAKE THIS PROGRAM “TOO COMPLICATED”. If it goes outside the “Keep it Simple” principle, you can forget it. If you want complicated, just buy someone elses program as we hear every day that they are “too complicated”.

RetirementView - Ideas Forum

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1 result found

  1. 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.

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