Historical Data

The LifeTrack Platform automatically takes a snapshot of all your data once per week and will show the trends of several values over time. Six months are shown by default but the date range can be selected based on your needs.

These trend reports are shown under the Historical Trends menu option from the Summary menu.

Adding in past data

Since many people have historical past historical data to import, that old data can be saved in the Wealth History menu option. Once entered, the old data points will show up on the graphs as well as the automated data collection:

Fixing historical snapshot data points

Currently there is no way to edit data points which were saved by the automated weekly snapshot tool. That capability will be added in a future release.