Goalwise Dashboard

Dashboard numbers and their meanings

What does 'Net Invested Value' mean?
This amount refers to the total investments you have made so far minus the total withdrawals (redemptions) you have made so far over your entire investment ...
Tue, 23 Jun, 2020 at 3:15 PM
What is CAGR (Compound Annual Growth Rate)?
In very simple terms, this is the annual (i.e per year) average returns earned by your investments over their entire investment duration. Conceptually, ...
Tue, 23 Jun, 2020 at 3:18 PM
What is asset allocation (equity:debt)?
This is a very simple ratio (shown in percentage) that represents how your overall portfolio (across all goals) is split into equity funds and debt funds. ...
Tue, 23 Jun, 2020 at 3:19 PM