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 |
|---|
Precious metals
Track physical gold and silver in troy ounces. Enter the current price per troy ounce manually; market pricing is not connected yet.
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.
Enter your current monthly expenses once. The retirement estimate uses the same expenses, increased by your selected annual inflation rate.
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; assumes today’s expenses continue and rise with inflation. PERA and Social Security figures must be verified for eligibility, claiming ages and benefit rules. This is not a retirement sustainability calculation.Retirement cash flow & investment longevity
Both graphs recalculate when you change your retirement forecast, income or household expenses.
Monthly household expenses with inflation
Expense amounts are projected using your annual inflation assumption, including years after retirement.
Income, expenses & investment withdrawals
Remaining investment balance
Illustrative deterministic projection, not a prediction. Assumes constant annual investment returns, end-of-year withdrawals, income benefits remain fixed in nominal dollars, and no new contributions after retirement. Income is entered as if both Social Security benefits and PERA start on the retirement date; claiming ages, COLAs, taxes, fees, market volatility and healthcare shocks are not modeled. The selected withdrawal percentage is a guideline, not an extra expense. Actual withdrawals are only the amount needed after pension and Social Security income. Do not use this projection alone to decide when to retire.
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.