Funding Rate
​The funding rate represents the percentage of your financial goal that is currently funded. For instance, if your goal is to save $50,000 for a down payment on a house and you have saved $25,000, your funding rate is 50%. Understanding your funding rate helps you track your progress toward achieving specific financial goals.

Success Rate
The success rate indicates the likelihood that you will achieve your financial goals based on your current financial scenario. It is often calculated using Monte Carlo simulations, which run multiple scenarios to predict the probability of success. A higher success rate means you are more likely to meet your goals.

Spaghetti Graph to Explain Monte Carlo (MC) Simulations
​A spaghetti graph is a visual representation of multiple scenarios generated by Monte Carlo simulations. Each line on the graph represents a different possible outcome based on varying assumptions and inputs. This graph helps you understand the range of potential future outcomes for your financial plan.
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​​By understanding and regularly tracking these KPIs, individuals can gain insight into their financial health and make informed decisions to improve their financial stability and growth. These KPIs provide a foundation for more detailed ratio analysis, ensuring a comprehensive approach to personal financial management.