Ending Balance Calculations
The calculations will then generate the following calculations:
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.
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 your Report
To share the completed report, click Share. A dropdown menu will appear.
- Click Download to download the report as a PDF.
- Click Send a link via email with an optional video recording (not available for some users depending on their company permission settings).
- Click Host a meeting to virtually meet to discuss the report with your client.
- Click Record a Video to provide your client with a clear walkthrough of the report along with your own insights and context.
To learn more about sharing your report, click here.