Use manual future priceOverrides CAGR-based future price
Enter a future price > 0 (or it falls back to CAGR).
Shares from cash now
—
Total shares in scenario
—
Gap to target
—
Future value (your scenario)
—
Cash to close gap today
—
Gap × today's price
Future share price (used)
—
From CAGR
WealthWise StackShow share-equivalents and stacked future values
Show target goalpostCompare target value with and without Stack
Share-equivalents (your scenario)
—
—
Future value (Stacked scenario)
—
Target goalpost (no stack)
—
Target shares × future price
Target goalpost (with stack)
—
Target shares × stack multiple × future price
Scenarios only. Outputs change when assumptions change.
Plan Your Bag
Asset Ratios for the WealthWise Portfolio
Risk Profile
② Asset Allocation
0%
Asset
%
Weight
Amount
③ Phase Deployment
phases per asset must sum to 100%
📅
Select 2+ buy windows to enable phase splitting
④ Investment Breakdown
Scenarios only. Outputs change when assumptions change.
⚙ Admin Settings
⚗Staging mode — changes are not applied to live until you promote them
✦ Adaptive mode uses custom CSV percentages entered by the user per calculation — no preset required.
Drag sliders to set % allocation per rung. These presets apply to Standard (5-rung) mode only.
Total: 0%
Maximum % of available margin deployable per ladder. Default: 30%.
Define how margin is distributed across rungs using a 5-point shape — R1 (highest price) through R5 (lowest price).
This shape is proportionally interpolated to match any rung count the user selects, so it applies consistently whether they use 3 rungs or 10.
0% = no margin at that position. The default concentrates margin on middle rungs (R2–R4) and avoids the extremes.
Users control overall margin intensity at calculation time via Off / Low (50%) / Active (100%).
R1 highestR2R3 midR4R5 lowest
Total: 0%
This shape is scaled to any rung count — you don't need to reconfigure it when users change their number of rungs.
⚠ Margin trading carries significant risk. Users are responsible for their own positions.
Define risk profiles and asset lists for Plan Your Bag. Each profile must have assets summing to 100%.
Total: 0%
Changing profiles updates all Plan Your Bag calculations for all users.
Commission is subtracted from each rung's allocation before calculating shares/units.
Configure pre-built ladder recommendations shown to users. Click a card to edit, or add a new one below.
➕ Add New Recommendation
Rung Prices & Percentages
— % used for Adaptive mode; other modes calculate automatically
⚠ Changing the password takes effect immediately on save.
🔒Full user management is for Admin only. Editors can approve pending registrations above.
Manage registered users and their roles. Pending accounts must be approved before users can sign in. Admins and Editors can approve registrations.
Name
Email
Role
Status
Actions
Configure SMTP to send registration receipts, approval notifications, and magic login links.
Quick Setup
SMTP Credentials
Sender & Notifications
Comma-separated. Notified when new users register.