Wealth History

If the currently active subscription level allows it, we can store past Wealth History for records keeping and trending. Histoical data is saved in the Wealth History section of the personal settings.

There is no limit to the number of Wealth History elements we can store.

Like we can view trends for assets, liabilities and our health and happiness score, we can also view 5 key general wealth trends. This is accessed via the Summary menu:

The platform will automatically create a weekly snapshot of all your current values on Sundays. Snapshot values and Wealth History events will be shown on the trend graphs based on the look-back limits of the active subscription.