Before you start
Gather the latest source evidence first: statement, appraisal, manager report, invoice, wallet snapshot or owner estimate. The goal is to capture both the value and the reason the value is credible.
Detailed steps
Open a saved Investment Plan scenario
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Choose simulate in Forecast
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Compare current forecast against the investment-plan scenario
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Review liquidity stress before accepting the plan
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Field guide
The label you and your advisors will recognize.
Match source documents where possible.Current portfolio value.
Use current value, not purchase price, unless cost is the only defensible estimate.Native currency of the asset or liability.
Do not change currency to force a base-currency display.When the value was last reviewed.
Missing dates create stale-data risk.Why the value is credible.
Use imported, market, appraisal, manager mark or internal estimate honestly.Decision rules
What it adds
- Shows whether a plan still works after cash is deployed.
- Connects recommendations to future obligations.
What it does not do
- Simulation does not execute or rebalance anything.
- Scenario assumptions may become stale.
Common mistakes
What to check
- Watch for reserve shortfalls after implementation.
- Do not ignore debt-service pressure in downside cases.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Simulate an Investment Plan in Forecast produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this intermediate guide when source evidence changes.