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New User Question: How Do I Assign Different Rates of Return to Individual Assets in Pralana?

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Topic starter
(@bill)
New Member
Joined: 1 month ago

For example, I have multiple cash and investment accounts with different expected returns:

Cash accounts

  • Checking – 0%

  • CMA – 3.5%

  • CD – 4%

Taxable Investment accounts

  • ESPP – ?

  • Stock X – 8%
  • ETF Z – 11%

How does Pralana’s portfolio modeling ROR apply to individual assets like these? In other words, how do the portfolio return assumptions map to each specific account?

I’ve read through the manual sections on simple and advanced modeling, but I’m still not clear on the connection.

Finance isn’t my strongest area, so I’d really appreciate any guidance as I learn the tool. Thanks!


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