I want to see the history of my investment balances over time. How do I view this?

If your accounts are linked, we begin tracking historical data (such as balances, transactions, and account performance) from the day they are linked. You can view historical balances for any linked account as seen [...]

I manually entered an investment with no underlying holdings. I entered it as a single investment account, but it has multiple asset classes. How do I tell the program it is invested in several different asset classes?

You can specify the asset class breakdown for the overall investment account as seen [...]

I have after-tax contributions to my 401(k) plan. Where and how do I enter this?

You can specify after-tax contributions to a retirement account as you see in the screenshot below. The program needs to know the amount of the current contribution that is after-tax and the percent of the current balance that is made up of after-tax [...]

I manually entered my investment accounts with the underlying holdings. Some of the holdings are funds that are invested in multiple asset classes. How do I enter these for each holding?

You can enter a mix of asset classes for each holding as seen [...]

How are the average returns each year calculated? Does the program look at the average return of every investment based on its underlying holdings or does it simply use an average for the entire portfolio?

WealthTrace does not simply use an average annual return for the portfolio. It looks at the annual return for every investment, which is much more accurate. The average annual return for each investment is the weighted average annual return using the balances of the underlying holdings. When making projections the program uses the weighted average annual return of each [...]