InvestWell Helpdesk

​Please add an input field to capture  initial available​

​ corpus amount in the define goals screen.  ​

​This amount can be shown after the target corpus column​

​Also carry this initial amount to Goals report ​

​and show it separately​

​.

suggested sequence of cols.with a focus on corpus amounts  rather than return%.

1. ​Target Corpus
2. Initial corpus
3. Net target corpus
4. current value
5. total value (2+4)
6. % complete (5 divided by1)
   
7. target return%
8. actual return%
9. sip amount
10. proj value
11. shortfall
12. lumpsum inv
13. addl sip rs/month