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ANALYSIS GUIDES
PLAYING WITH THE INTERACTIVE TOOLS
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Last update: October '18
Some of the visualizations of IMAP are interactive, letting the user to play with them to test different setups and get useful insights. Despite not being difficult, it may take a bit to understand them. To speed up this process, the more relevant are explained here.
PROJECTIONS
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A projection is a tool to help estimate a value without needing to execute any movement or changing the plan.
First you have to choose the variable that you want to project among the three available (Goal Amount, Time Frame, and Top Up Amount) , and then input the desired new value (in the grey square). Automatically IMAP will estimate the other two variables based on your profile and historical information recorded in IMAP, showing the result (in the two blue squares) and what would be the difference compared to the current planning.
This tool aims to provide you with the possibility of adapt your journey based on any of these 3 variables. For example, you may have more capacity yo save money and you would like to know what would happen if you would increase the top up amount, how long it will affect to the time frame or to the goal amount.
NOTE
You can find this tool in the Goal section of the Insights module, on the left side of the working area.
IN THIS GUIDE
#Projections
#Scorecards
#WhatIfScenarios
#InteractiveTools
#PlayWithIMAP
SCORECARDS
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Some scorecards are designed to help you decide which of the products that you are holding are better options to increase or to decrease, based on a predefined indicators like the profit or the returns.
It has two levels of information:
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Score, that evaluates and ranks the suitability of buy or selling (depending on your choice) each product that you are holding.
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Amount, that returns a distribution of the amount of money you could buy or sell (depending on your choice) for the selected products.
NOTE
You can find this tool in the Shares, Variable Funds, Bonds, and Fixed Funds sections of the Insights module, on the left side of the working area.
WHAT-IF SCENARIOS
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The objective of the What-if Scenarios tool is to let the user generate virtual situations to simulate the result of buy or sale operations based on a parameters defined by the user.
The functionality is very simple: select the product and the operation to simulate (buy or sell), and then input the parameters to play with (titles, amount, and price).
Once done this, IMAP will return (in the blue squares in the bottom of the working area) the result of the simulation from different perspectives (like price or profit), and the change from the current situation.
NOTE
You can find this tool in the Shares, Variable Funds, Bonds, and Fixed Funds sections of the Insights module, on the right side of the working area.
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