Financial plan simulator

Build scenarios from steps placed at chosen months, add company grants, and compare how each plan changes net worth, diversified assets, the most concentrated asset, debt, and taxes over time.

Now Starting position Shared by all scenarios

What you own and owe

Grants

Scenario

Presets replace the plan steps only

Scenario name (optional)

Goals & rates

Diversified goal in today's dollars ($)

Goal checked in

Inflation % / yr

Tax on long-term gain %

Tax on short-term / ordinary %

Minimum tax on incentive-option gain %

Grade limits: biggest single holding, % of assets

A B C D

Range of outcomes

Show the range of outcomes

Results by scenario

Scenario	Net worth at end	Tax owed if all sold, at end	After-tax net worth at end	Diversified at goal month	Diversified at end	Most concentrated asset at end	Debt at end	Tax paid	Goal reached	Diversification

Financial plan simulator

Results by scenario

Net worth over time

Diversified assets (excludes the most concentrated asset and homes)

Assets over time