Investment & Retirement Dashboard
Adjust your retirement forecast
Illustrative monthly-compounding forecast before taxes, fees and inflation. Market returns are uncertain; no financial advice is implied.
Investment holdings
Enter holdings manually. Prices are manual in this first version; no live market feed is connected yet.
| Asset | Quantity | Price ($) | Value |
|---|
Retirement income & spending
Monthly household expenses
Expand any category to enter regular expenses. All amounts are monthly estimates in today’s dollars. Categories start at $0 until you fill them in.
Add other recurring expenses
Projected retirement monthly cash flow
Projected monthly expenses:
Income is before taxes. Expenses are inflated to the retirement date using the selected rate; categories may change over time. PERA and Social Security figures must be verified for eligibility, claiming ages and benefit rules. This is not a retirement sustainability calculation.Google Drive statement importer
Manual only. Connect your Google account and press Check Google Drive whenever you want. No scheduled scanning.
Not connected.
Read-only Google Drive permission. PDF content is processed in this browser, not uploaded to Cloudflare. Imported account snapshots stay in this browser until a secure sync backend is added. A Google Cloud OAuth client is required.
Data & privacy
Entries are stored only in this browser on this device. They are not synced to Google Drive or another device. Clear browser data and they may be lost.
Keep backups secure because they contain financial information. Do not upload private statements to a public website folder.