Forecast Hub

By Eloise Vinson
3 min

Now that you’ve arrived, you might notice that we’ve done some renovating.

We’re here to help you navigate the new layout and features in your status:Home page.

1 Forecast Hub Overview | 1.1 Navigation Bar | 1.2 Group Forecasts | 1.3 Forecast Portfolios | 1.4 Create A New Forecast | 1.5 Search Bar | 1.6 Loading Your Forecast | 1.7 News Feed | 1.8 Help Center | 1.9 Data Consent Policy | 1.10 Feedback

 

Forecast Hub Overview

Welcome to your status:forecast hub . Here, you’ll see an overview of your latest or favourite forecasts with their names and the last date the forecast was run.

 

Selecting Portfolio Forecaster will take you back to the status:forecast hub at any time.

 

 

Selecting a will status:Favourite a status:group forecast.

 

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Toggling status:latest, will organise your forecasts chronologically whereas toggling status:favourites will only show your forecasts.

 

 

The status:last run dateis the date of the most recent time your forecast was run.

 

 

Use the shortcut ⌘/⊞ + Ctrl + H to return to the status:Home page from anywhere in Portfolio Forecaster.

Navigation Bar

On the left side of the page sits the status:navigation bar. This is accessible from every screen in Portfolio Forecaster.

Selecting “>” will open the status:navigation bar.

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You can utilise the Navigation Bar in both minimised and maximised views, as they offer the same functionality.

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Group Forecasts

To see all group forecasts, select status:see all group forecasts > in the bottom left-hand of the screen. To know more about this, see our Group Forecast page.

Hovering over will show you the minimised status:navigation bar & selecting will take you to status:group forecast.

Forecast Portfolios

In our second release for Portfolio Forecaster 2.0 , you’ll be able to roll up multiple Group Forecasts into a Forecast Portfolio. Stay tuned for more information on that!

Hovering over will show that soon we’ll introduce Forecast Portfolios.

Create A New Forecast

You can create a new forecast by selecting status:+. Learn more about creating a forecast here.

Search Bar

The status:search bar allows you to quickly find the forecast you desire by typing the name of that forecast and choosing from the list.

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Loading Your Forecast

Selecting the name of a status:group forecast will load that forecast. Learn more about managing your forecast here.

News Feed

Selecting the megaphone emoji will open up the status:NEWS FEED. Here, you’ll be able to read about the latest news, releases, and features coming to Portfolio Forecaster.

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Help Center

Selecting the question mark emoji will open up the status:help center. Here, you’ll be able to access our documentation, contact support, explore the Roadmap, join the community, and take a tour of the app.

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You can also access the status:feedback menu from the status:help center.

Data Consent Policy

Selecting the person emoji will open up the status:data consent policy. This optional policy allows us to gather pseudonymized data to understand how you use the app so we can make meaningful improvements.

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Feedback

Selecting status:feedback will open a window that allows you to send us any feature requests, bugs, etc, in text, screenshots, and video format.

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