Support Forecasting Scenarios

Extend InvMon to allow for forecasting and to visualize various future asset development scenarios:

• Allow to enter expected future account changes (absolute value or deltas).

• Allow to define recurring future value changes for accounts.

• Allow to enter a new tax position type that can forecast expected future tax liabilities (supporting recurring fixed amounts or calculated amounts based on percentages).

• Allow to select from pre-set tax percentage regression models or to define custom ones.

• Allow to associate above input with one or more named scenarios and freely switch between them.

• Extend the dashboard chart’s time axis into the future by a configurable number of months or years. Calculate future chart data according to the input from the bullet points above.