Describe the solution you'd like
Investment accounts should be categorized as equity (stocks) and debt (bonds, GICs, fixed deposits) to help users track asset allocation and align with retirement planning principles (lower equity exposure as they approach retirement).
Requirements:
Add equity/debt sub-categories to investment account types
Create stacked bar chart dashboard showing net worth split by equity vs debt over time
Enable users to monitor asset allocation trends across months/years
Support retirement planning strategy visualization
Describe the solution you'd like
Investment accounts should be categorized as equity (stocks) and debt (bonds, GICs, fixed deposits) to help users track asset allocation and align with retirement planning principles (lower equity exposure as they approach retirement).
Requirements:
Add equity/debt sub-categories to investment account types
Create stacked bar chart dashboard showing net worth split by equity vs debt over time
Enable users to monitor asset allocation trends across months/years
Support retirement planning strategy visualization