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Financial Goals Calculator Guide
How to Use the Financial Goals Calculator
Follow these steps to enter your capital, desired percentage, adjust the time settings, and then read the summary panel to know your expected profits accurately.
First: Entering Basic Data
Getting Started
- Capital: Enter the amount on which you want to build the plan (example: 1000).
- Profit Percentage: Enter the percentage you aim for (example: 2).
- Percentage Type: Choose whether the percentage is daily or weekly.
- Calculation Type: Choose between Normal (non-compounding) or Compounding (reinvesting profits).
- Plan Duration: Select the desired timeframe: week, month, or full year.
This step defines the entire structure of the plan. Make sure to enter the capital, percentage, and calculation type correctly before moving on.
Second: Adjusting Time Settings and Currency
Plan Setup
- Trading days per week: Enter how many days you actually trade (example: 3 days per week).
- Weeks per year: Usually filled automatically but can be edited if your plan uses a different number.
- Currency: Enter a currency code or name such as USD or Dollar, and the system will try to match the symbol automatically.
- Clear fields: Use this button only if you want to start again with new data.
- Save results: If available, this allows you to keep your plan and return to it later to compare with your actual performance.
Adjusting trading days and currency helps keep calculations realistic and aligned with your market style.
Third: Reading the Summary and Ambition Level
Understanding Results
After clicking Calculate Goals Now, the summary panel will show:
Expected final balance
Total profit for the period
Total percentage of capital
Additional cards will show:
Average daily profit
Average weekly profit
Average monthly profit
Ambition level based on the daily percentage
If the percentages or resulting amounts seem too high compared to your capital, you may need to lower your ambition level and choose a more realistic plan aligned with risk management.