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Entering Multiple Asset Classes for Manually Entered Holdings

  • Date updated 2025-07-11
  • By Support Carey

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 below. src="https://cdn.livehelpnow.net/clients/21145/kb/entermult1_b0b18950-28ce-4ceb-acee-6fcac772d69e.png" id="dca1247f-a667-4e42-8c4a-fe38c37215a0" alt="entermult1" width="90%" height="auto" data-image="dca1247f-a667-4e42-8c4a-fe38c37215a0 [...]

Average Returns for Investments and the Portfolio

  • Date updated 2022-10-13
  • By Support Carey

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 [...]

Where to Enter a Roth IRA

  • Date updated 2025-07-11
  • By Support Carey

Where do I enter a Roth IRA?

Manually entered Roth IRAs are entered in the Investment Assets section as you see below. They will show up in the Taxable & Tax-Advantaged tab in Investment Assets. src="https://cdn.livehelpnow.net/clients/21145/kb/enterroth1_48315004-0c41-4956-b82c-2794cb6000ac.png" id="dfb32749-b672-4d03-abd9-9f37a79c7706" alt="enterroth1" width="90%" height="auto" [...]

Change When An Investment Account Can Be Used

  • Date updated 2025-07-11
  • By Support Carey

I want to tell the program that a particular investment account cannot be used for expenses until a specific date, or until all other accounts are depleted. How do I do this?

You can tell the program that an investment account cannot be used for expenses until a date in the future. You can also specify that an investment account can only be used after all other investment balances are gone. See the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/useoffunds1_e4f41abe-a82d-406f-a594-2b1cb33c801f.png" id="95d57526-a16d-4dd6-8137-baa550012c94" [...]

Reinvestment of Dividends and Interest

  • Date updated 2022-10-04
  • By Support Carey

Does the program automatically assume that interest payments and dividends are reinvested?

Yes, the program assumes all dividends and interest payments are reinvested in the investment they came from unless the dividends and/or interest are needed to pay for expenses [...]

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    Support Carey



    Description:
    Total articles: 203
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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