Portfolio calculator

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Mr.RegPark
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Joined: Sat Nov 14, 2020 3:01 pm

Portfolio calculator

Post by Mr.RegPark »

What online portfolio calculator(s) are you using, recommend? I like the Monte Carlo simulation on portfolio visualizer, but am looking for alternatives. Most sites are overly simple, and don’t allow input of asset allocation, and don’t use historic returns.
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dratkinson
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Re: Portfolio calculator

Post by dratkinson »

I use Excel FV (future value) function and assume 7% growth.
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Pandemic Bangs
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Re: Portfolio calculator

Post by Pandemic Bangs »

Gabelli2020 wrote: Sun Jan 17, 2021 4:43 pm What online portfolio calculator(s) are you using, recommend?
For what purpose? Sounds like you mean for gauging retirement readiness based upon current assets. Or are you calculating anything else...?
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JoeRetire
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Re: Portfolio calculator

Post by JoeRetire »

Gabelli2020 wrote: Sun Jan 17, 2021 4:43 pm What online portfolio calculator(s) are you using, recommend? I like the Monte Carlo simulation on portfolio visualizer, but am looking for alternatives. Most sites are overly simple, and don’t allow input of asset allocation, and don’t use historic returns.
You mean like Firecalc or cFiresim?
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tennisplyr
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Re: Portfolio calculator

Post by tennisplyr »

“Those who move forward with a happy spirit will find that things always work out.” -Retired 13 years 😀
Topic Author
Mr.RegPark
Posts: 149
Joined: Sat Nov 14, 2020 3:01 pm

Re: Portfolio calculator

Post by Mr.RegPark »

Thanks.
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