Free scenario calculator

See what contributions, returns, and time each actually do.

Compare a range of compound-growth outcomes instead of relying on one optimistic number. The calculator separates your contributions from investment growth and shows the base scenario in today's purchasing power.

Assumptions

Use a range that reflects uncertainty. Returns are hypothetical.

Starting portfolio

Monthly contribution

Years

Base return %

Range +/- %

Inflation %

Monthly compounding; contributions arrive at month-end. Taxes, fees, withdrawals, and return sequencing are not modeled.

Move from a wealth scenario to company research, valuation models, and a reviewable investment thesis.

Open the full Wealth Planner