Advanced Wealth Planning with Smart Projections
Used to calculate your age across the timeline.
This is the month your portfolio value applies.
Before this month, portfolio grows with no living-expense withdrawals. Set this to your planned retirement date.
Define different return rates for specific year ranges. Year 1 = the first year starting at Projection Start.
Define different inflation rates for specific year ranges. Year 1 = the first year starting at Projection Start.
Model ongoing income (pension, part-time work, rental yields). This offsets withdrawals from the corpus.
Reset base expenses at specific months (e.g., downsizing, kids independent). Continues inflating from new base.
Scheduled capital injections or withdrawals (e.g., selling real estate, inheritance, child's marriage).
| Age | Calendar Year | Start Balance | Total Expense | Income | Net Withdrawn | Interest Earned | Events (+/-) | End Balance | Notes |
|---|
Compare different financial scenarios side-by-side
Export your complete financial state, or restore it across devices.
Drag and drop backup JSON file here, or click to browse
Keyboard shortcuts: Ctrl+S (Save Scenario), Ctrl+E (Backup),
Ctrl+1-5 (Switch Tabs), Esc (Close Modals)
v1.0.0 • Built by Keshav
Maheshwari