Projection Calculator

Starting balance ($)

Contribution amount ($)

Contribution frequency

Number of assets

Allocation input

Percent (%) Dollar ($)

Choose how you want to enter allocations for all assets. In $ mode, totals show total dollars and assets are weighted by your dollar entries.

Years

Compounding frequency

Market correction size (% drop)

Correction frequency (years)

Tax rate on income (%)

Enter values and click Calculate to see your projection.

Tip: scroll to zoom around your cursor, and click–drag left or right to pan. Click legend labels or the checkboxes to hide/show individual assets.

Educational use only. Results are hypothetical and based on historical or assumed data. View full disclaimer. Data sources: see methodology.