Simulated Portfolio

Simulator Mode

Beginner mode hides taxes, income, and margin inputs.

Simulated Account

Account name

Starting cash ($)

Contribution amount ($)

Contribution frequency

Rebalance buys toward target weights

Allocates buys to underweight assets (no selling).

Start date

End date

Display mode

Assets & Target Weights

Total: 100

Tickers are fetched via your Worker. If fetch fails, a synthetic series is used.

Ticker	Weight	Notes

Margin

Enable margin

Used for “With margin” line when implemented.

Margin APR (%)

Max LTV (%)

Margin/income modules can be reintroduced later; this version focuses on making the simulator reliable.

Income

Portfolio income APR (%)

Income frequency

Reinvest income (%)

Income engine is modeled as a simple APR accrual (placeholder until distribution logic is wired).

Taxes & Bills

Effective tax rate (%)

Tax reserve

Bills to pay per month ($)

Bills & tax handling are placeholders until the full cashflow engine is wired.

Animation Controls

Speed (days per second)

Current: 60 d/s

Display mode

SIMULATED

Build a simulation to begin.

Cash-only With margin (placeholder)

DATE

—

EQUITY (CASH-ONLY)

—

EQUITY (WITH MARGIN)

—

DEBT

—

LTV

—

INCOME COVERAGE

—

TAX RESERVE

—

BILLS PAID (CUM)

—

Ready.