Making, naming, comparing and deleting scenarios.
A scenario is one version of the plan. Everything about what you own (accounts, homes, the pension, insurance, Social Security records) is shared by every scenario. Everything about what you choose (when Bradley retires, the budget, goals, claiming ages, market assumptions) belongs to one scenario.
What you do:
The copy opens straight away. You can also make one from the overview’s Try a change panel with Save as new scenario.
On the overview, choose Rename or Delete at the top right. Deleting asks first, and the last remaining scenario can’t be deleted. A deleted scenario disappears for both of you, but it’s kept in the database, so ask Claude if one needs bringing back.
Compare scenarios lays every saved scenario side by side, run against the same markets: the score, when Bradley retires, the earliest year that reaches the target, spending, the withdrawal rate, what’s left at the end, the worst tenth of futures and the bear-market test. The best value in each row is in bold. Choose a scenario’s name at the top of its column to open it.