Financial Simulator

Portfolio simulator

Explore long-term wealth and cash flows.

Plan assumptions

Slider: $0–$100,000. Larger amounts: type above.First-year total, split by payment frequency.

Portfolio allocation

International share applies to stocks only.

How allocation changes

The bond share changes evenly from the starting to the ending share across the simulated years. Stocks make up the remainder. For a one-year simulation, only the starting allocation is used.