Projection and Stress
Project your portfolio forward as a range of possible outcomes on the numbers you enter, then stress it by turning the volatility dial. Every figure is calculated from what you type. This is a spread of scenarios, not a forecast, and not a promise of any outcome.
Your starting point
Enter your assets or a monthly contribution, your own growth assumption, your volatility assumption, a number of years, and the amount you want to reach to see the range.
Stress this projection
Volatility is how much the growth assumption varies from year to year. Enter the amount of variation you want this scenario to test. The tool does not choose a portfolio model or volatility figure for you.
This tool is for educational and personal planning purposes only. It is not financial, tax, or investment advice, and not a prediction or a promise of any outcome. Every figure is a scenario generated from the inputs you provide, including your own growth assumption and the volatility dial you set. Real results will differ. Consult your own financial professional before acting.
Want the balance sheet these numbers start from? Map it in the Net Worth Tracker.