Data-Driven Retirement Planning
Test your retirement strategy with historical backtesting and Monte Carlo simulations
Powerful Features for Confident Planning
Foundation Data
Historical market and economic data from 1970-present
View historical trends for stock indices, bonds, and inflation to inform your retirement strategy.
Historical Backtesting
Test your retirement strategy against real market data from 1970-2024
See how your portfolio would have performed through recessions, bull markets, and everything in between.
Monte Carlo Simulations
Run thousands of scenarios to understand your success probability
Generate probabilistic forecasts to understand the range of possible outcomes for your retirement plan.
Dynamic Withdrawals
Guyton-Klinger and custom withdrawal strategies
Implement flexible withdrawal rules that adapt to market conditions to maximize portfolio longevity.
Dynamic Rebalancing
Automatic portfolio rebalancing to maintain target allocation
Keep your portfolio aligned with your risk tolerance through automated annual rebalancing.