Portfolio calculator
-
- Posts: 149
- Joined: Sat Nov 14, 2020 3:01 pm
Portfolio calculator
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.
- dratkinson
- Posts: 6116
- Joined: Thu Jul 26, 2007 6:23 pm
- Location: Centennial CO
Re: Portfolio calculator
I use Excel FV (future value) function and assume 7% growth.
d.r.a., not dr.a. | I'm a novice investor; you are forewarned.
-
- Posts: 375
- Joined: Sat Dec 26, 2020 2:49 pm
Re: Portfolio calculator
For what purpose? Sounds like you mean for gauging retirement readiness based upon current assets. Or are you calculating anything else...?Gabelli2020 wrote: ↑Sun Jan 17, 2021 4:43 pm What online portfolio calculator(s) are you using, recommend?
Wait 'til I get my money right | Then you can't tell me nothing, right?
Re: Portfolio calculator
You mean like Firecalc or cFiresim?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.
This isn't just my wallet. It's an organizer, a memory and an old friend.
- tennisplyr
- Posts: 3703
- Joined: Tue Jan 28, 2014 12:53 pm
- Location: Sarasota, FL
Re: Portfolio calculator
“Those who move forward with a happy spirit will find that things always work out.” -Retired 13 years 😀