Our new Net Worth Insight combines current & projected net worth and introduces historical net worth tracking
Features
Current Net Worth
Your Net Worth includes your Accounts, Real Estate, Other Assets, and debt.
Your current net worth includes the last 12 months (or less, depending upon when you began your membership) of Net worth
Net Worth Comparisons
Net Worth Comparisons provides a percentile ranking which allows you to see how you compare to other Boldin users.
For example:
You're in the top 50% indicates that you rank higher than 50% of the group.
You're in the bottom 50% indicates that you rank lower than 50% of the group.
Projected Net Worth
Your Net Worth includes your Accounts, Real Estate, Other Assets, and debts and this Insight includes your
Net Worth over your lifetime and
Detailed Account Breakdown with balances today, at Retirement and at End of Plan
Both Current and Future Net Worth include your Account Classification
Account classification describes how your accounts are split across different tax treatments. A proper asset location can help reduce taxes and keep more of your money working for you.
Technical Details
The model currently includes one year of historical data and we plan to increase the historical model to plan inception as we continue to grow.