This subpackage has a dedicated milestone in the development steps.

Finalynx Analyzer: generate all kinds of statistics and visualization graphs for your portfolio.

This subpackage provides “attachments” that you can add to any node in your Portfolio tree. Each attachement provides a different graph, such as:

  • Asset class allocation for the selected folder

  • A fund availability allocation (e.g. lines in a PER are unavailable until an event “retirement” or “buy house” is triggered, lines in a PEA are blocked for 5 years, AV will have a highly taxed state instead of blocked, …). This graph would show how much money would be available when.

  • And many more, please share your ideas in the Discussions space :)

This subpackage has not started development yet, check back later or help us build it by contributing!