January 2, 2022

PDF Reports & Enhanced Charts

Generate PDF reports of your financial plan with new charts for Monte Carlo and historical simulations.

Version 16 enhances reporting capabilities and adds new visualizations for simulation results.

PDF Reports

  • Generate comprehensive PDF summaries
  • Share your plan with advisors or family
  • Document your financial planning decisions

Monte Carlo Visualizations

  • Probability distribution charts
  • Confidence interval displays
  • Better understand range of outcomes

Historical Analysis Charts

  • See performance across different historical periods
  • Visualize sequence-of-returns impact
  • Compare retirement starting years