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YCharts

Scenarios

Run real-life scenarios, show the impact of withdrawals and contributions, and share better recommendations with your clients.

Show the impact of contributions and withdrawals

Choose a portfolio or any security and add ongoing deposits, growing contributions, or a one-time investment, creating a compelling visual of the impact on portfolio value. For withdrawals, use dollar amounts or a percentage of portfolio value for modeling income received.

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Compare investment approaches and timing

Illustrate the difference between a lump sum investment and a dollar-cost averaging approach by presenting multiple scenarios together. Use historical events to explain the opportunities available when markets are down or facing volatility.

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Discuss the impact of major life events

Walk clients through life events, related one-time withdrawals, and how they fit into an overall financial plan. Add scenarios to represent major milestones like purchasing a home, paying for college, or investing a windfall of cash.

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See YCharts in action with the help of a product expert.