Additioins to Output Reports
I may have overlooked them, but it would be nice to be able to view the portfolio allocations in the output reports, e.g., a table showing how the regular and retirement assets were invested with the asset classes (Large Cap, TIPS, etc) and their percentages of the portfolio. I like to create my Profile and then print out the reports and then go back and change the percentage make-up of my invested assets. Thanks.
RSS
I think this thread is the same as I was about to post. I have ESP Plus and I use the Monte Carlo feature. Maybe I am missing it, but I can't find any reference to the portfolio or returns in my (132 page) report. I think one page, first in the Monte Carlo section, devoted to what assets/allocation was used to generate the results would be included. It must show the composite return at a minimum, ideally it would also show each asset with percentage of the overall 100%, specific return and std dev. Thanks...