Investment Wizard includes the following features:

Powerful long-term financial planning and calculations:

• Flexible investment grid where you can enter deposits and withdrawals for each investment.
• Enter both annual and monthly savings and withdrawals for any period. Total savings are automatically recalculated as you type.
• The Targeted Savings feature will calculate how much you will need to save to reach your goals.
• The Targeted Withdrawals feature will calculate how much you will be able to withdrawal given your available savings.
• Use a single overall inflation rate and investment return for an investment, or customize the rates for each year.

Manage your Investments:

• Create investment portfolios to keep track of all your investments. Quickly switch between different investments in an investment portfolio.
• You can add comments and notes to an investment, or to any year of the investment.
• Work with investments based on your age or on the year.

Reports and Graphs:

• View reports and graphs of a single investment or summary reports of all investments.
• Compare different investments to each other graphically
• Save reports to Excel or a web page, and save graphs as a picture
• Print any report or graph

Are you a Financial Advisor?

• If you're a Financial Advisor you can save clients details as well as your own company details.
• Customize report printouts. You can change report headings to include your own details, client's details and your company logo.
• Because you can save all reports to Excel or a web page you'll be able to e-mail reports to clients.

Other Features:

• Use the time saving autofill feature to avoid typing repetitive payments or withdrawals.
• Choose the currency Investment Wizard must use