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Planned
Planning chart time-range controls
Choose how much history and projection detail appears in the Planning chart, using controls similar to the Balances chart.
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0
Planned
Monte Carlo simulations
Show a range of potential college-savings outcomes based on historical market behavior, so families can see uncertainty instead of relying on a single projection.
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Backlog
Split stock allocations by U.S. versus International
Allow for the classification of stock accounts to be marked as either U.S. or International stock, and display the breakdown between the two.
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Backlog
Hide previous balance snapshots
Have the option to hide previous balance dates to smooth out line charts. Sometimes, balances temporarily drop while shifting funds or rebalancing, which can cause a misleading drop to show in a chart.
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Backlog
College-specific cost estimates
Estimate future costs for a specific college (or an average of several schools) rather than relying only on broad public or private school categories.
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Backlog
More what-if planning controls
Explore how changing the expected enrollment year or investment glidepath could affect projected savings without overwriting the saved plan.
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Backlog
Contribution goals and reminders
Set contribution goals and receive useful reminders to help keep college-saving plans on track.
0
Backlog
Visual glidepath explorer
Compare how each glidepath changes its stock, bond, and cash mix as college approaches. Show the child’s current point on the selected path.
1
Complete
Move an account to another beneficiary
In the Accounts tab, add the ability to reassign an account to a different beneficiary without deleting and recreating its balance history or settings.
1
Complete
Ability to manually track accounts
Allow manual account tracking, including historical balances and asset allocation, for users who can't or don't want to use the Virginia Invest529 automatic connector.