- You are logged in to the Admin console, see Before you start.
- You have created a policy as explained in Create policy.
Follow these steps:
- Go to the Policies overview
- Select an existing policy.
- Select the initial amount, e.g. € 20.000
- Select the investment horizon, e.g. 20 years
- Click the "Run simulation"-button.
You can iteratively change settings > run the simulation > see performance until you have configured the policy appropriately. Only then save your changes to create a new version. If you need to undo a persisted change you can revert to a previous version via “Show versions” at the bottom of the page.