Documentation

Back to Planner

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.