Asset Goal Planner

Choose how deep you want to go. Compare two assets, optimize a full portfolio, or run a super simple quick plan.

All modes use percent inputs in the UI, Monte Carlo simulation, and educational assumptions.

You can also open the Assets page to pick assets and send them directly into the calculators.

Tools included

Future Value tool: Estimate how your money could grow over time with contributions.
Income Goal tool: Estimate how much you need invested to generate a monthly income.
Income-to-Goal Timeline: Estimate how long it can take to hit your target.

These are estimates based on assumptions.

We store your email and basic device info (browser + screen size) to improve the product. No fingerprinting.

Best for comparing two investments side-by-side and seeing how risk changes the plan.

Best for building a full multi-asset portfolio and optimizing weights under risk limits.

Best for quick estimates with only a few inputs and instant results.

Coming soon. This feature is currently locked and accessible only from the Admin Dashboard.

Coming soon

Pick a tool to open the full calculator on its own page.

How much could my portfolio grow?

Estimate how your money could grow over time with contributions.

Find the target portfolio for monthly cash flow

Estimate how much you need invested to generate a monthly income.

How long until I hit my target?

Estimate the time needed to hit your target from income, savings rate, and return assumptions.