Forecast Hub

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 Home page.

Forecast Hub Overview

Welcome to your 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 forecast hub at any time.

 

 

Selecting a will Favourite a group forecast.

 

Open

 

 

 

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

 

 

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

 

 

Navigation Bar

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

Selecting “>” will open the navigation bar.

Open

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

Group Forecasts

To see all group forecasts, select 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 navigation bar & selecting will take you to group forecast.

Forecast Portfolios

In our second release for Portfolio Forecaster 2.0 beta, 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 +. Learn more about creating a forecast here.

Search Bar

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

Loading Your Forecast

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

News Feed

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

Help Center

Selecting the question mark emoji will open up the 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.

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

Data Consent Policy

Selecting the person emoji will open up the 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.

Feedback

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