Return Calculator

CLIENT: Acorns, Inc
TYPE: strategy and analysis
LINK: Acorns.com
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our role:
FINANCIAL ANALYSISFORMULA CONSTRUCTIONPROGRAMMING
timeframe:
1 month

As part of the portfolio update in 2016 in which the business had to change out ETFs for regulatory reasons, Infinite Sum built an interactive historical returns calculator. This calculator would automatically produce returns distributions and key data points required by regulators to report returns information to investors.

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