My Prospects
Prospects™ provides you with the capability to see a summary of all of your binder information on one page - the My Prospects page. The My Prospects page will provide information on your overall assets, liabilities and net worth. If you click the My Prospects option at the top of the binder/account/report list then you will be directed to this summary page:
The My Prospects page will display your assets for all of the binders contained within the Prospects™ file in a pie chart format. The pie slices are color coded on a per account basis for ease of viewing. If you hover your mouse over a pie slice, the corresponding account will become highlighted in the legend.
If you do not have any assets, the following message will be displayed on the My Prospects page:
The My Prospects page will display your liabilities for all of the binders contained within Prospects™ file in a pie chart format. The pie slices are color coded on a per account basis for ease of viewing. If you hover your mouse over a pie slice, the corresponding account will become highlighted in the legend.
If you do not have any liabilities, the following message will be displayed on the My Prospects page:
Prospects™ will calculate your net worth based upon the data contained within all of the binders in the Prospects™ file in a bar chart format. Your net worth will be displayed "as of today" and does not take into account any transactions that may be present for a future date. Your net worth will be displayed in bar chart format at the bottom of the My Prospects page and also in text in the bar at the top of the My Prospects page.If you have a positive net worth, the bar at the top of the My Prospects page will be green. If you have a negative net worth, the bar at the top of the My Prospects page will be red. If there is no net worth history data to display on the My Prospects page, the following message will be displayed: