Investment Optimizer
Optimize tax-efficient retirement contributions across 401(k), HSA, IRA, and brokerage accounts with growth projections.
Re-run after a raise, job change, or new savings goal AvailablePortfolio Rebalancer
Analyze your current asset allocation and get actionable buy/sell recommendations to hit your target portfolio mix.
Re-run quarterly or after major market moves AvailableMoney Flow Analyzer
Define flows as text or table to visualize where your money goes each month.
Re-run when income or expenses change AvailableCompound Interest
See how your money grows over time with compound interest, monthly contributions, and rate variance bands.
AvailableNet Worth Tracker
Track assets and liabilities over time to visualize your financial progress.
Your annual financial checkup AvailableYearsAhead Life Simulator
Define life events and see your finances projected from now to age 90 with an interactive chart.
AvailableFIRE Calculator
Calculate your financial independence number, safe withdrawal rate, and years to retirement.
Coming Soon