Excellent suggestions! For now, what I do is update the amount every time there's a deposit or withdrawal, and I set the initial date to the day of the withdrawal or deposit.
never speak about investment counselors on the article, I will forward the WSJ article to my 7 year old girl so she won't be scammed by her broker (me).
Thanks for your encouragement!. I started investing in my mid-30s, and compound interest really works wonders after a while. I hope my kids do better than me, though.
I wrote an article (it's in Spanish) in which I took data from the central bank since 1990 and created a tool to simulate various scenarios. The tool includes a column showing the average interest rates on central bank-backed investments. Maybe you might find it interesting.
https://roberdam.com/jubilar.html