TOOLS

Interactive calculators for modeling disciplined investing

Compare strategies with transparent assumptions, deterministic calculations, and exportable results. No accounts required.

CSV export Chart export Comparable assumptions
Core Backtest

Backtesting Calculator

Stress-test DCA strategies using historical data and consistent contribution logic. Compare assets and schedules under identical assumptions.

Best for
  • Daily vs. weekly vs. monthly contribution cadence
  • Comparing strategies across identical time windows
  • Exporting results for validation
Core Project

Projection Calculator

Model future outcomes under explicit assumptions—contributions, yields, reinvestment, and timelines— then export clean results.

Best for
  • Planning contributions and horizons
  • Modeling distributions and reinvestment rules
  • Comparing scenarios side-by-side
Income New

Distributions Model

Model yields, reinvestment rates, and cash extraction rules to understand income durability. (Link this when the page is live.)

Best for
  • Income planning and reinvestment policy testing
  • Comparing cash-flow vs. compounding tradeoffs
  • Exporting distribution schedules
Exports Analysis

Exports & Reporting

Standardized CSV outputs and chart exports designed for spreadsheets, reports, and planning workflows. (Useful as a future landing page or documentation hub.)

Best for
  • Auditable inputs and comparable outputs
  • Client-ready charts and summaries
  • Export-first workflows

Prefer a guided path?

Choose a track to see a recommended workflow and examples aligned with your goal.