Investment Portfolio Dashboard

Three-scenario planning with retirement tax analysis

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1Choose a scenario
2Adjust balances and contributions
3Review charts and income planning
4Check summary tiles at the bottom
Scenario editor
Toggle one scenario at a time to reduce clutter while preserving full interactive modeling.

Conservative

Move through the steps to update assumptions, accounts, and retirement income inputs.

Live updates

Starting profile

This dashboard begins with a neutral starting profile: $100,000 tax deferred, $50,000 taxable brokerage, $25,000 tax-free, and $0 ongoing contributions. Update these fields to match your household before comparing scenarios.

Account funding

Review starting balances and new contributions across tax-deferred, tax-free, and taxable accounts.

Tax-Deferred

Tax-Free

Taxable Brokerage

Advanced tax settings
Open federal filing status and state tax inputs only when needed.

Base

Move through the steps to update assumptions, accounts, and retirement income inputs.

Live updates

Starting profile

This dashboard begins with a neutral starting profile: $100,000 tax deferred, $50,000 taxable brokerage, $25,000 tax-free, and $0 ongoing contributions. Update these fields to match your household before comparing scenarios.

Account funding

Review starting balances and new contributions across tax-deferred, tax-free, and taxable accounts.

Tax-Deferred

Tax-Free

Taxable Brokerage

Advanced tax settings
Open federal filing status and state tax inputs only when needed.

Aggressive

Move through the steps to update assumptions, accounts, and retirement income inputs.

Live updates

Starting profile

This dashboard begins with a neutral starting profile: $100,000 tax deferred, $50,000 taxable brokerage, $25,000 tax-free, and $0 ongoing contributions. Update these fields to match your household before comparing scenarios.

Account funding

Review starting balances and new contributions across tax-deferred, tax-free, and taxable accounts.

Tax-Deferred

Tax-Free

Taxable Brokerage

Advanced tax settings
Open federal filing status and state tax inputs only when needed.

Scenario growth comparison

Compare total portfolio growth by scenario.

Year-by-year portfolio growth comparison across all scenarios.

Ending value by scenario

Final portfolio values at retirement for each scenario.

Contribution vs gains

Breakdown of contributions versus investment growth.
Scenario comparisonEnding value, gains, taxes, and net income
Year-by-year balancesDetailed progression for all scenarios
Future income planningScenario-based income view by tax bucket

Bucket breakdown

Final balances and first-year monthly income by tax treatment.

After-tax income

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Selected scenario output

Coverage gap

$0
Difference versus target

Withdrawal analysis

Estimated first-year gross and after-tax withdrawals based on the selected scenario.

Best ending value
Scenario with the highest projected ending balance.
$0
Waiting for scenario results
Best net withdrawal
Highest projected after-tax income from withdrawals.
$0
Waiting for scenario results
Largest gains
Scenario with the greatest investment gains.
$0
Waiting for scenario results
Total contributions
Total contributions made across all account types.
$0
Waiting for scenario results
Nominal projections only. Taxable withdrawals use a simplified assumed tax rate. This tool is for planning and comparison, not tax advice.