Saved Plans
3 of 20Retire at 60, Conservative
Mar 12
Retire at 55, Growth Strategy
Mar 5
Part-time at 58
Feb 28
What is this feature?
Saved Plans
Saved Plans lets you save up to 20 financial plans directly to your Optiml profile. You can run unlimited financial plans and what-if scenarios at any time. Saved Plans is for the ones you want to come back to. Every saved plan stores both the outputs and all the inputs used to build it, so you can return, review, and continue from exactly where you left off.
Unlimited plans. 20 saved to your profile.
There is no limit to how many plans you can run. Saved Plans simply gives you a permanent home for the ones that matter. When you reach 20, delete older plans you no longer need to free up space.
What did you think would happen? What actually did?
Go back and compare a plan you built a year ago against where things actually landed. Saved Plans turns Optiml into a long-term record of your financial thinking, not just a one-time snapshot.
About Saved Plans
Your plans. Organized, named, and always ready.
Every plan you save in Optiml is a complete snapshot of your financial picture at that moment. Not just the results, but every input, assumption, and variable that created them. Come back in a week, a month, or a year and everything is exactly as you left it.
Name and identify your plans
Give each saved plan a meaningful name so you always know what you were testing. Optiml also provides an overview of each saved plan so you can quickly remember what inputs and strategy were used, without needing to open it first.
Full inputs and outputs saved together
Saving a plan does not just store the results. It saves every single input you used to build it. That means you can return to any saved plan, update one variable, rerun it, and immediately see how your thinking has changed or how a real-world event has shifted the picture.
Feed directly into Compare Plans
Saved Plans and Compare Plans work hand in hand. Once you have saved multiple plans, you can pull any two into the Compare Plans feature and view them side by side. The exact same inputs and results, laid out together so the differences are immediately clear.
An ongoing record of your financial decisions
Life changes. Rates change. Your goals change. Saved Plans gives you the ability to look back at what you believed a plan would do, then compare it to what you are seeing now. It is one of the most valuable ways to use Optiml over the long term.
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