Select a predefined profile or customize your own:
Get started with periodic investments
Maximize returns with a solid base
Convert investments to income
Settings that define your investment approach.
Note: Standard deduction is subtracted from your total income (Base Income + YTD Dividends) before tax rates are applied.
No contributions added yet. Click "Add Contribution" to get started.
Settings that control how the portfolio simulation runs.
Find a bug? Have a feature request? Want to contribute?
Visit the GitHub Issues page to report bugs or suggest features.