How to Track Goals, Allocate Trades and Use the Wealth Simulator
Set goals with a quarterly, 1-year or 2-year horizon, then assign individual trades to a goal so their P&L measures progress against it. The Goals & Wealth page shows your progress chart over selectable time ranges, with a compounding scenario calculator on the Wealth Builder plan.
Steps
- Open Goals & Wealth and create a goal with a Quarterly, 1-year or 2-year horizon.
- When recording trades, assign each trade to a goal so its realized P&L counts toward that goal's progress.
- Use the time-range filters (30 days, 90 days, year to date, 12 months, all time) on the wealth progress chart to focus on the period you want to review.
- On the Wealth Builder plan, use the simulator to see how many turnover cycles a starting capital needs at a chosen return per cycle to reach a target — and export the chart and metrics as a PDF report.
Explain my progress (AI insights)
Wealth Builder users can purchase the AI Insights add-on ($10/month, up to 20 credits per month). The 'Explain my progress' button sends your goal details and the trades from the period you picked to the AI, which writes back how you are tracking against the goal, patterns it sees and next steps. It does not tell you what to buy or sell, and it is marked as educational only.
Scenarios are not forecasts
The wealth simulator is a mathematical compounding calculation. It shows what a given return per cycle would produce — not what will happen.