Help · Dashboard & analytics
Reading the analytics dashboard
The analytics page turns your accounts and profile into a household projection: where your money is, where it is going, and how long it lasts.
It draws from the same figures as the retirement planner, so the projection here matches your plan. The charts show your balance over time, income by source in retirement, and withdrawals by year.
Treat it as the read-only overview. Change the assumptions on the retirement page and they flow through to here.
Step by step
- 01
Check the projection
The balance chart shows your household invested balance across the projection, with a marker at retirement.
- 02
See income by source
The income chart stacks CPP, OAS, pension, rental, and RRIF withdrawals for each retirement year.
- 03
Review withdrawals
The withdrawals-by-year chart shows which accounts are drawn down to cover your spending.
- 04
Refine on the planner
To change retirement age, savings, or returns, open the retirement planner; analytics updates from the same data.
Questions
- Why does analytics match the retirement page?
- Both project from your saved profile and accounts, so the numbers stay consistent. The retirement page adds live dials; analytics is the overview.
- Are these charts advice?
- No. They are an educational projection from your inputs and current CRA tables, not financial advice.