📊 My Projection Calculator

🏠 Dashboard

Get an overview of your financial projections and key metrics. View charts and summaries of your financial plan.

• See your current net worth and projected growth
• View portfolio allocation charts
• Check summary statistics
• Run financial projections

💼 Investments

Add and manage your investment accounts. Set initial balances, monthly contributions, and expected returns to track your investment growth over time.

• Add different types of investments (stocks, bonds, real estate, etc.)
• Set initial amounts and expected return rates
• Configure target allocations for portfolio rebalancing
• Edit or delete investments as needed

📅 Income/Events

Plan for major life events and income changes. Add events like job changes, bonuses, or large expenses that will affect your financial projections.

• Add one-time expenses or income
• Set up recurring expenses or income
• Plan portfolio transfers between investments
• Configure automatic portfolio rebalancing

📑 Export/Share

Export your financial projections as CSV or Excel files, or share them via email or generate shareable links.

• Export projection data to CSV or Excel
• Download raw data in JSON format
• Generate shareable links for collaboration
• Share with financial advisors or family members

💡 Getting Started Tips

• Start Simple: Begin by adding your current investments and balances
• Be Realistic: Use conservative return rate assumptions (5-8% for most investments)
• Include Major Events: Add significant life events that will impact your finances
• Review Regularly: Update your projections as your situation changes
• Use Export Features: Save your data and share with financial advisors
• Mobile Friendly: The app works great on phones and tablets