Guide
Forecasts and goals: how to model your financial future
Retirement, buying a home, emergency fund: discover how to use Uelt forecasts to simulate scenarios and see if you're on track with your goals.
Uelt forecasts let you project your net worth over time and simulate different scenarios. Here's how to use them for goals like retirement, home buying, and saving.
Net worth projections
Based on your current trajectory (income, expenses, investments), Uelt estimates where your wealth could be in 5, 10, or 20 years. You can vary parameters like savings rate, expected investment returns, and inflation.
Goal planning
Set concrete goals: - **Retirement**: at what age do you want to stop working? With what lifestyle? - **Home purchase**: how much do you want to save for a down payment? - **Emergency fund**: how much do you want in liquid savings?
Uelt calculates whether you're on track and suggests adjustments.
Scenario modeling
"What if markets dropped 20%?" "What if I saved €500 more per month?" You can create alternative scenarios and compare them to baseline. Useful for understanding the impact of big decisions before making them.
Where to find them
Forecasts are in the dedicated app section, available with the Ultra plan.