Product-accurate mode: returns & inflation apply only on completed years (anniversaries)
Client & Timeline
Valuations are on anniversaries of this start date.
Currency
Investment Inputs
Engine rule: Growth is credited only on anniversaries, and only for cashflows that have completed a full year since their own date.
End Market Value (After Fees)
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* Real = it’s worth in today’s terms, adjusted with the Inflation % specified (applied on full anniversaries).
Portfolio Timeline (Anniversary Valuations)
Annual Summary Table (Anniversary Dates)
Year
Client age
Contributions (since last)
Withdrawals (since last)
Withdrawal % of portfolio
End value (Nominal)
End value (Real)
V1.1
with graph
without graph
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