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Hi,<br />
<br />
I need some help to better understand how to enter my retirement plans into KMM for tracking and forecasting..<br />
<br />
I have a hard time understanding how to enter the different portfolios which each contain multiple shares from different investments. For example, lets say that a certain retirement plan would have these investments:</p>
<ul>
<li>
<span class="links">Balanced Investments</span> (30%)</li>
<li>
<span class="links">Diversified </span><span class="links">Investments</span><span class="links"> (25%)</span></li>
<li>
<span class="links">Balanced Index Portfolio (10%)</span></li>
<li>
<span class="links">US Equity Index</span> (35%)</li>
</ul>
<p>
<br />
Each of these investments has a number of holdings (shares), and an initial purchase price/stock. Every other week, I contribute to my plan through employer's paycheck deductions. My additional bi-weekly contributions are added on top of my current holdings with the same proportions as the initial plan purchase. So lets say I had the investments as indicated above, and that my additional bi-weekly <span class="spellcheckCorrected" index="1">contributions</span> were $100, then each investment would grow by:<br />
</p>
<ul>
<li>
<span class="links">Balanced Investments</span> ($100 x 30% = $30 @ $3/share = +10 shares)</li>
<li>
<span class="links">Diversified </span><span class="links">Investments</span><span class="links"> ($100 x 25% = $25 </span>@ $10/share = +2.5 shares)</li>
<li>
...</li>
</ul>
<p>
Of course each investment changes (gain or lose value) according to the market.<br />
<br />
I'd like KMM to model this retirement plan accurately. As you can see, its fairly straightforward but I am not sure KMM is ready for automatically tracking such scenario..<br />
<br />
Right now I only have a scheduled transaction which transfer an amount of money ($100) from my paycheck to the brokerage account, but that's it.<br />
<br />
Can KMM model this scenario? Has anyone already done that?<br />
<br />
Thanks!<br />
Louis-Philippe Allard</p>
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<a href="mailto:lp.allard.1@gmail.com">lp.allard.1@gmail.com</a><br />
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