Methuselah:Portfolio Pathfinder

From UngerKnowledgeBase

Contents 1 About Portfolio Pathfinder 2 How to download, install and launch Portfolio Pathfinder 3 Portfolio Pathfinder Getting Started Guide

About Portfolio Pathfinder

Portfolio Pathfinder is an add-on tool for Methuselah that is a powerful and flexible asset allocation utility. With Portfolio Pathfinder you can:

1. Compare portfolios and reveal best allocation choices for clients based on their lifetime dollar goals.
2. Inform and educate clients about long-term risk of missing their goals versus short-term fluctuations of portfolios along the way.

Many asset allocation utilities focus their portfolio selection criteria on single year variations. By combining Modern Portfolio Theory and Monte Carlo simulation, Portfolio Pathfinder can illustrate the long-term impact of your clients’ portfolios on their ability to meet all of their goals.

How to download, install and launch Portfolio Pathfinder

To download Portfolio Pathfinder

1. Open your web browser and go to [http://www.financialguidance.com/downloads/PathfinderSetup.exe].
2. When you do so, a file download prompt will be displayed. Click the option on the prompt to Save the file.
3. Next, a Save As dialog will be displayed. Select a familiar location on your computer to save the file, such as your desktop or the My Documents folder. Then, click the Save button.
4. The download will begin.

To install Portfolio Pathfinder

1. After Portfolio Pathfinder is downloaded to your computer, open the folder where the file was downloaded.
2. Find and then double-click on the file named PathfinderSetup.exe.
3. When you do so, the Installation Wizard for Portfolio Pathfinder will run. Follow the prompts in the Wizard to finish the installation.

To launch Portfolio Pathfinder

1. Launch and log-in to Methuselah
2. After Methuselah is opened, in the menu bar select Tools > Pathfinder.
3. For information about using Portfolio Pathfinder, see the Portfolio Pathfinder Getting Started Guide below.

Common installation errors and how to fix them

• Pathfinder option is missing from the Tools menu - If you do not see the Pathfinder option in the Tools menu, contact Customer Support to discuss how to enable this feature in your version of Methuselah.
• "Run-time error '76' Path not found" error message is displayed when you launch Portfolio Pathfinder.

Portfolio Pathfinder Getting Started Guide

The Portfolio Pathfinder Getting Started Guide has step-by-step instructions to help familiarize you with the program. You can read the Pathfinder in the viewer provided below, or select options in the button bar below to save or print a copy. If you have difficulty viewing the guide, please contact Customer Support.