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Calendar & Planner

The 5-Year Planner

The planner projects your account growth over 5 years based on a weekly target return percentage. To set up the planner: 1. Choose a start date (must be a Friday — the end of the trading week) 2. Enter your starting balance 3. Set a weekly target percentage (e.g. 1.5%) 4. Optionally set a dollar goal to see when you will reach it The planner shows week-by-week projections with: - Starting balance for each week - Target premium (projected) or actual earnings (for past weeks) - Manual contributions you can add (deposits/withdrawals) - Running ending balance Past weeks show your actual trading results from the calendar data. Future weeks show projections based on your target percentage. This lets you compare actual performance against your plan. You can toggle the Planner on or off from your Account Settings under the Features card. When toggled off, it simply hides from your navigation menu.