Portfolio Simulator

Use this tool to simulate your net worth over time. You can adjust your expenses, income, the average inflation and returns of your portfolio.

Let's first start selecting the time horizon for the simulation:

Time horizon (years):

Current Income ($)

Income Growth (y2y, %)

Maximum Income Expected ($)

Current Expenses ($)

Expense Growth (y2y, %)

Maximum Expense Expected ($)

Instructions:

You can drag the points on the income and expense charts to customize your expected incomes and expenses.
If you need to drag the points beyond the current chart maximum value, then either:
- Update manually the maximum value in the input field.
- Drag the point towards the maximum, then release to let the chart to expand and continue further.

Let's consider you'd invest yearly the savings showed above, select now the percentage of them you want to invest:

Savings invested (%)

Average return (%)

Average inflation (%)

Capital gain tax (%)

Bar Chart Line Chart

Expected Return:$0 (0.0%)Yearly Average:$0Cash In:$0Cash Out:$0

Gross Profit:$0Tax Impact:$0Inflation Impact:0.0%Net Gains:$0