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STEP 7 OF 9

Charts &
Analysis

Visualise your financial plan with interactive charts — net worth timelines, asset allocation, income waterfall, and more.

Interactive visual analysis
1

Net Worth
Timeline

Watch your net worth grow over decades. The chart shows assets, liabilities, and total net worth with life event markers.

  • 40-year projection chart
  • Hover for year details
  • Event markers on timeline
Net Worth Over Time
Age 55657585
2

Asset
Allocation

See how your wealth is distributed across pensions, ISAs, property, and other investments with a clear breakdown.

  • Donut chart visualisation
  • Tax wrapper breakdown
  • Rebalancing suggestions
Asset Allocation
£1.1M
Pensions 44%
Property 26%
ISAs 20%
Cash & GIA 10%
3

IQ-Style
Analysis

Get a financial "health score" with detailed analysis across income stability, growth potential, risk exposure, and tax efficiency.

  • Overall plan score
  • Category breakdowns
  • Improvement suggestions
Plan Analysis
78
Financial Health Score
Income Stability92
Growth Potential85
Tax Efficiency68
Risk Management65

Analysis Complete

You've explored the visual analysis tools. Try "What-If" scenarios in Step 8 to test different strategies.