Check whether a saved analysis is current

What a saved result represents

A saved analysis is evidence about the plan and assumptions used when it was calculated. It stays attached to that plan version even if you edit the plan while the analysis is running.

When you need a new analysis

Recalculation needed means you should run the analysis again before using its recommendations. The saved result remains available with its original date and balances.

Valuations updated means balances or prices have changed while the planning choices remain the same. The saved analysis keeps its original dates, balances, and results. Daily valuations do not reopen annual decisions or require a daily baseline refresh. Recalculate when you want an estimate using current values; applying a recommendation still requires matching current inputs.

Rerun before making a current planning decision when the result says Historical result or Out of date. Changes to the plan, strategies, starting balance date, planning year, derived ages, or analysis assumptions can make a result out of date. Follow the guidance beside the result before using its recommendations.

A new calendar day alone does not expire a saved analysis. The planning year is the calendar year used to start the annual projection; a new year requires a fresh calculation. A birthday can also change a modeled age and the remaining planning horizon, even without editing the plan.

Older results may lack enough original input evidence to verify them. Keep them as historical evidence, but do not use their numbers as a current assessment.

Refresh the evidence for your decision

Review the current plan, balances, strategy settings, and analysis assumptions, then start a new analysis explicitly. Opening a saved result does not start another analysis.

For Annual Action Plan, choose Save current guidance plan after changed planning inputs require a new baseline. Routine daily valuations preserve the baseline and allow you to edit its existing decisions without refreshing it.

How historical results are used

Historical results remain available for review. They do not supply current Dashboard readiness, current recommendations, or calculated facts for Ask YARCalc. Applying a recommendation requires a current analysis.

Check the result you will rely on

Confirm that the refreshed result uses the plan and assumptions you intended to test. Renaming an analysis or changing its display does not change its calculation inputs.

Hiding warning details does not resolve the issue or make a saved result current. Results need attention remains beside the issue count. Expand it before relying on the numbers. Your browser remembers hidden details for the same result and issues; a new result or changed issue opens the explanation again.

If plans have different starting balance dates, their outcomes are not directly comparable. Review their saved balances, use a common balance date, and run a new comparison. Rerunning without aligning the dates leaves that issue unresolved.

Current evidence still depends on assumptions

A current result matches the checked inputs. It is still a model under assumptions and does not guarantee a future outcome.