Suggestions

:speech_balloon:

Better Analysis of Danger Scenarios in Monte Carlo

  1. Right now, sorting on the Monte Carlo analysis results is limited to numbers at retirement and at death only. But I want to identify scenarios where things got dicey in the middle, even if they recovered later on, to plan for how I would respond in those scenarios. More granular sorting options would help with this.
  2. Being able to click into the Milestone occurrences to bring up a set of trials where I failed to hit a milestone, for example, would also help me identify those scenarios.
  3. Once I’ve identified a trial I’m interested in, I’d like a button to automatically port that scenario into a new plan, so that I don’t have to manually copy over the historical years in order to drill into it.

3 votes

Tagged as Suggestion

Suggested 07 August 2025 by user April Dagonese

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  • 07 August 2025 April Dagonese suggested this task

  • 12 August 2025 Shawn @PL approved this task

  • avatar

    I would really like to see #3. With block bootstrap sampling, you can’t even produce this manually.

    27 October 2025