Creating New Plots

Kyle Nolan
2 min readPublished Feb 25, 2022

Introducing the new Plot Builder in ProjectionLab v2.6.0, enabling you to create custom plots with any metrics and visualize your financial data in more engaging ways.

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One of the things I’ve been hearing lately is people want to see more plot types. But not everyone cares about the same metrics, so what to do? How about: let you plot whatever you want? 😜

It’s been a busy few weeks of coding, and with the release of v2.6.0 you can now quickly make your favorite plots using whatever metrics you like… and also a whole bunch of other stuff! But here we’ll focus on the custom plots.

Launching the Plot Builder

You can launch the Plot Builder from the primary chart drop-down, or via Chart Options:

Plot Builder

Add any combination of metrics you like, pick a chart type, and customize the colors for each dataset. You can also choose whether broad categories like “Net Worth” are aggregated and presented as a single total, or if you want to see each underlying line item as its own dataset.

Examples of Custom Plots

Passive Income with Aggregation

Here’s a simple example where we plot the new Passive Income metric with aggregation enabled, so we just see the total for each year:

Passive Income Aggregated

Splitting Out Underlying Items

And here’s the same plot with all the underlying items split out as their own datasets. The chart type has also been updated to Stacked Bar:

Passive Income Detailed

Comparing Passive Income to Total Expenses

Now let’s see how things look if we switch to a line chart and compare total Passive Income to Total Expenses:

Passive Income vs Expenses

Adding Withdrawal Rate

Then to make things even more interesting, we’ll add Withdrawal Rate and color that blue:

Adding Withdrawal Rate

Here’s what that gives us. And notice that Withdrawal Rate automatically get its own y-axis on the right side expressed in %:

Passive Income, Expenses, and Withdrawal Rate

Jump into the ProjectionLab app and give the new Plot Builder a test drive! If you have questions, feedback, or suggestions to share, you can reach me at kyle@projectionlab.com, or @scuba-kid on the ProjectionLab Discord Server.

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