Investment Growth Projection

Visualize your potential investment growth over time. Adjust the parameters below to simulate different scenarios.

Simulation Parameters

Your current age in years.
The age you plan to retire. Must be greater than current age.

The starting amount of your investment.
Additional amount invested each year. Enter 0 if none.
Number of years you plan to make annual contributions. Cannot exceed investment horizon.

Define periods of planned withdrawals (e.g., for large purchases).

Your estimated average annual growth rate before fees/taxes.
Typical market fluctuation. Higher means more risk/reward.
Expected annual dividend payout as a % of investment value.
Tax rate applied to dividends (0-100%).

Amount borrowed to invest. Enter 0 if no leverage.
Annual interest rate for the loan.
Equity % to maintain (e.g., 30%). 100% means no margin calls from this logic.

Benchmark rate. Leave blank for auto-calculation based on investment horizon.
Optional. If blank, defaults to Initial Equity + Total Contributions.
Percentiles for the "bad" and "good" case scenarios on the chart (e.g., 5% and 95%).

Enter your parameters and click "Run Projection" to see your results here.