Investor Threshold Screen
Apply caller-supplied investor thresholds; the caller owns jurisdiction and period rules.
Description
Investor eligibility can depend on income, adjusted net worth and jurisdiction-specific conditions.
Investor eligibility can depend on income, adjusted net worth and jurisdiction-specific conditions. This tool applies only supplied numeric thresholds.1
Apply caller-supplied investor thresholds; the caller owns jurisdiction and period rules.
When to use Investor Threshold Screen
Use this tool to apply caller-supplied investor thresholds; the caller owns jurisdiction and period rules.
Prepare the supplied account terms, common-currency amounts or recorded indicators requested. Determine applicable thresholds separately.
How to use Investor Threshold Screen and understand its results
- Prepare the supplied account terms, common-currency amounts or recorded indicators requested. Determine applicable thresholds separately.
- Enter annualIncome, incomeThreshold, netWorth, excludedResidenceValue, netWorthThreshold using the field table and calculation rules, then run the tool.
- Read adjustedNetWorth, meetsIncomeThreshold, meetsNetWorthThreshold, meetsEitherThreshold. The explanation below defines the units, signs, ordering and any flags or placeholder values.
- If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.
| Input field | Meaning | Value type; see rules below | Requirement |
|---|---|---|---|
| annualIncome | Annual income (currency) | number; minimum: 0 | Required |
| incomeThreshold | Income threshold (currency) | number; minimum: 0 | Required |
| netWorth | Net worth (currency) | number | Required |
| excludedResidenceValue | Excluded residence value (currency) | number; minimum: 0 | Required |
| netWorthThreshold | Net-worth threshold (currency) | number; minimum: 0 | Required |
Enter nonnegative income/thresholds/excluded value and finite signed net worth. Return adjusted worth and both inclusive gates plus their OR.
adjustedWorth=netWorth−excludedResidence; either=income≥limit OR adjustedWorth≥limit Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.
| Output field | Meaning | Value type |
|---|---|---|
| adjustedNetWorth | Adjusted net worth (currency) | number |
| meetsIncomeThreshold | Meets income threshold | boolean |
| meetsNetWorthThreshold | Meets net-worth threshold | boolean |
| meetsEitherThreshold | Meets either threshold | boolean |
{
"input": {
"annualIncome": 250000,
"incomeThreshold": 200000,
"netWorth": 900000,
"excludedResidenceValue": 200000,
"netWorthThreshold": 1000000
},
"output": {
"adjustedNetWorth": 700000,
"meetsIncomeThreshold": true,
"meetsNetWorthThreshold": false,
"meetsEitherThreshold": true
}
}Limitations and assumptions
No residence-debt adjustments, income-history rules or accredited-investor legal status is determined.
Numeric inputs, where present, must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Missing required fields, extra fields, wrong value types and violations of the calculation rules are input errors. A successfully returned false flag is an evaluated outcome; its meaning is explained above.
Alternative or Complementary methods
Use Deposit Account Comparison: Compare two deposit accounts from balances, disclosed APYs, and annual fees. For a complementary task, use Net-Worth Method: Apply a net-worth method reconciliation to supplied changes and sources.
References
-
Investor Threshold Screen — tool.io
Similar or alternative tools
- Deposit Account Comparison
Compare two deposit accounts from balances, disclosed APYs, and annual fees.
- Net-Worth Method
Apply a net-worth method reconciliation to supplied changes and sources.