Hey Team,
Here is an idea for a new Sharesight report that projects portfolio growth, I think it could add substantial value for customers and advisors using your platform.
M
Summary
The Portfolio Projection Report gives clients a clear, data‑driven view of how today’s financial decisions will shape tomorrow’s wealth. By integrating a forward‑looking, scenario‑based forecasting directly into the platform, we can:
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Deliver Personalised, Time‑Bound Forecasts – Choose a predefined horizon (e.g., 5 years, 10 years) or build a custom date range that aligns with life‑event planning (retirement, college funding, legacy planning).
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Show Multiple Outcomes Side‑by‑Side – Compare a “Base Case” projection with one or more “What‑If” scenarios (e.g., higher contribution rates, altered asset allocation, expected inheritance).
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Apply Flexible Return Assumptions – Leverage the client’s historical realised returns for a data‑backed baseline, or let clients manually set expected returns for specific asset classes, dividend yields, or capital‑appreciation targets.
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Generate Exportable, Compliant Outputs – Produce interactive dashboards and downloadable PDF/Excel reports that automatically include the mandatory disclaimer: “Past performance is not indicative of future results.”
These capabilities translate into a product experience that:
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Increases Client Efficiency – One‑click generation of multiple, fully customisable projections eliminates manual spreadsheet work and reduces calculation errors.
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Boosts Client Confidence – Clients can visually see the impact of incremental contributions or alternative investment strategies, fostering stronger client trust and longer engagement cycles.