Ending Balance Calculations
The calculations will then generate the following calculations:
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Ending Balance:
The projected total value of the investment at the end of the selected time frame. -
Interest Gained:
The total amount earned from interest over the evaluation period. -
Contributions:
The total amount invested (lump sum + period payments).
Visualizing the Data
The line graph visually breaks down the reinvestment performance over time.
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Solid Line (Contributions):
This line represents the total amount the client has contributed to the reinvestment. -
Dashed Line (Balance):
This line shows the total investment value, including compound interest. It grows at a faster rate over time due to the power of compounding returns.
Sharing the Results
From here, you can share the report with your client by clicking Share in the top right hand corner of the page. Click here to learn more about sharing.