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Retirement & Investment Tracker

A minimalist workspace to log historical assets, configure multi-phase monthly deposit rules, and track compound growth over a 40-year horizon.

🏦
CURRENT PORTFOLIO VALUE
$
Total Principal: $36,500 | Net Growth: +$0 (0.0%)

⚙️ Projections & Assumptions

Current Age
Retire at Age (X)
Average Annual Return
%
Safe Withdrawal Rate (SWR)
%

📜 Historical Investment Log

Log past lump sums, deposits, and initial investments below.

Date Asset / Platform Description Amount
$

🗓️ Future Deposit Planner

Schedule recurring deposits to model multi-stage life phases.

Phase Name / Description Start Age End Age Monthly Deposit
$
In 20 Years
$0
Projected Balance
Est. Monthly SWR Income $0 at 3.5% SWR
Retire in 30 Years
$0
Projected Balance
Est. Monthly SWR Income $0 at 3.5% SWR
In 40 Years
$0
Projected Balance
Est. Monthly SWR Income $0 at 3.5% SWR

📊 Wealth Growth Curve

Total Balance Principal Invested

📋 Annual Projections Breakdown

Year Relative Yr Annual Deposits Total Invested Interest Earned Projected Balance Monthly SWR Income
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