Set goals and see when you get there

Step by step

1. 1Go to Planning → Goals and click New goal.
2. 2Choose the type: portfolio value, money contributed, return, gain, dividends per month or per year, units or value of one asset, or financial independence.
3. 3Enter the target and, if you want, a name (for example «Retire at 55»).
4. 4Save.

What you will see

• The progress of each goal and the date you would reach it with your contribution plan and the expected return you choose.
• For financial independence you enter how much you want to live on per month and we calculate the portfolio that pays for it.

Common problems and questions

How many goals can I have?

It depends on your plan. We tell you when you reach the limit.

Am I told when I reach one?

Yes, with the Goals reached alert turned on. See alerts.