Simulation Settings
Configure your financial parameters to model future wealth
Your monthly savings will increase by this percentage every year.
Note: Deterministic projection always uses your Expected Return. Historical returns affect only the Monte Carlo simulation.
Retirement / Spending Projection
Savings Schedule (optional)
Override monthly savings for specific years. Years are counted from now (Year 1 = first year in the projection).
Using a constant monthly savings of $2,000 for all years.
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Portfolio performance
Separate the money you added from the growth your investments earned.
1. Portfolio data
Brokerage transactions
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Account equity history
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2. Benchmark total returns
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