Net Worth Trajectory
Track net worth and cumulative withdrawals over time.
Purpose: Shows your net worth and cumulative withdrawals over time in a timeline view.
What you see
- Net worth line over time
- Cumulative withdrawals compared to assets
- Retirement readiness indicators
What to look for
- When net worth peaks (often near retirement)
- How spending compares to remaining assets
Best for
Big-picture view of wealth vs. spending.