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InvestWell Corporate - SQL
Goals report - imp addition required
started a topic
about 3 years ago
In many cases Investors have an initial corpus available through previous investments.
Please add an input field to capture
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%.
Net target corpus
total value (2+4)
% complete (5 divided by1)
addl sip rs/month
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