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how do I add a non-investment account?
Posted: Tue Sep 26, 2023 2:51 am
by StayPuft
How do I add other non-investment accounts, like my savings account?
Re: how do I add a non-investment account?
Posted: Tue Sep 26, 2023 7:35 am
by jimr
The planner isn't set up to track individual investment accounts or asset classes. The investment style (or custom avg return/std dev) should be configured so to represent the expected risk/return of your overall blended portfolio, including any cash you hold in your portfolio.
I haven't researched this in a while, but I believe there are free tools available on the web you can use to punch in your portfolio mix and get estimates for expected return and standard deviation. If you have a financial advisor, this is something they should be able to provide for you.
Re: how do I add a non-investment account?
Posted: Fri Sep 29, 2023 2:01 am
by StayPuft
jimr wrote: ↑Tue Sep 26, 2023 7:35 am
The planner isn't set up to track individual investment accounts or asset classes. The investment style (or custom avg return/std dev) should be configured so to represent the expected risk/return of your overall blended portfolio, including any cash you hold in your portfolio.
I haven't researched this in a while, but I believe there are free tools available on the web you can use to punch in your portfolio mix and get estimates for expected return and standard deviation. If you have a financial advisor, this is something they should be able to provide for you.
Ah, okay, thank you!