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Overview

Planning in InvestSync helps you set financial goals, track progress, research investments, and maintain a watchlist of potential opportunities. The planning section combines goal tracking with investment research tools to support your investment decision-making process.

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Planning Goals

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Creating a Goal

  1. Navigate to Planning > Goals
  2. Click “New Goal”
  3. Fill in the goal details:
    • Title: Name your goal (e.g., “Increase NZ equity exposure to 40%”)
    • Summary: Optional description of the goal
    • Risk Level: Select from Very Low, Low, Moderate, High, Very High, or Critical
    • Status: Set to Active, Completed, or On Hold
    • Horizon: Target date for achieving the goal
    • Owner: Assign a team member as the goal owner
  4. Click “Create Goal”

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Goal Metrics

Track progress toward goals using metrics:
  1. Open a goal
  2. Click “Add Metric”
  3. Configure the metric:
    • Name: Metric name (e.g., “NZ Equity Allocation %”)
    • Target Value: Target value for the metric
    • Current Value: Current value (can be updated over time)
    • Unit: Unit of measurement (%, $, count, etc.)
  4. Save the metric
Metrics can be updated as you make progress toward your goal.

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Goal Updates

Record progress updates on goals:
  1. Open a goal
  2. Click “Add Update”
  3. Enter your update:
    • Summary: Brief description of progress
    • Details: Detailed update on what’s been accomplished
    • Metrics: Update metric values if applicable
  4. Click “Post Update”
Updates create a timeline of progress toward each goal, making it easy to track what’s been done and what remains.

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Goal Status

Goals can have the following statuses:
  • Active: Goal is in progress
  • Completed: Goal has been achieved
  • On Hold: Goal is temporarily paused
Update goal status as your planning evolves.

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Investment Research

Research potential investments:
  1. Navigate to Planning
  2. Use the Search function to find stocks
  3. Search by:
    • Ticker symbol (e.g., “AAPL”)
    • Company name
    • Exchange
  4. View search results with:
    • Company name and ticker
    • Exchange and currency
    • Current price information
    • Market overview data

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Market Overview

The Planning dashboard provides a market overview showing:
  • Market Indices: Key market indices and their performance
  • Sector Performance: Performance across different sectors
  • Market Trends: Overall market direction and sentiment
Use the market overview to understand current market conditions when making investment decisions.

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Watchlist

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Adding to Watchlist

Track investments you’re considering:
  1. Search for a stock in the Planning section
  2. Click “Add to Watchlist” on any search result
  3. The stock is added to your watchlist

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Managing Watchlist

  1. Navigate to Planning
  2. View your watchlist in the sidebar or main area
  3. Star items: Click the star icon to mark high-priority items
  4. Remove items: Click remove to take items off your watchlist
  5. View details: Click on an item to see more information

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Watchlist Features

  • Starred Items: Mark important items for quick access
  • Organisation-Wide: Watchlist is shared across your organisation
  • Quick Access: Easily access watchlist items when creating investments

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Notes Integration

Planning goals and research can be linked to Notes:
  1. Create or open a Note
  2. Mention investments, goals, or team members using @mentions
  3. Link notes to specific investments or goals
  4. Use notes to:
    • Document research findings
    • Record discussions about goals
    • Track decision-making processes
    • Maintain context for planning decisions
See the Notes documentation for more information.

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Best Practices

1

Set Clear Goals

Define specific, measurable goals with clear targets and timelines
2

Use Metrics

Track progress with quantifiable metrics that align with your goals
3

Regular Updates

Post regular updates on goal progress to maintain momentum and visibility
4

Research Before Investing

Use the research tools and watchlist to thoroughly evaluate investments before committing
5

Link to Investments

Connect goals to actual investments to see how your portfolio aligns with your planning objectives
6

Review Regularly

Periodically review goals and their status to ensure they remain relevant and achievable

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Planning Permissions

Planning features respect organisation permissions:
  • View Planning: View goals, watchlist, and research tools
  • Create Goals: Create new planning goals
  • Edit Goals: Modify goal details, metrics, and status
  • Manage Watchlist: Add and remove items from the watchlist
  • Post Updates: Add updates to goals
Planning goals are organisation-scoped. All team members with appropriate permissions can view and contribute to goals, ensuring alignment across your organisation.

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Integration with Other Features

Planning integrates with other InvestSync features:
  • Investments: Link goals to specific investments to track how your portfolio supports your objectives
  • Reports: Include goal progress in reports for stakeholder updates
  • Notes: Document research, discussions, and decisions related to planning
  • Dashboard: View goal progress alongside portfolio performance
Planning helps you align your investment decisions with your financial objectives. Use goals to guide investment choices and track how your portfolio evolves toward your targets.