Panel 03 · Analytics Desk
Four calculators for the questions long-term investors actually ask: what compounding does over time, what a CAGR implies, what a blended portfolio might return, and where a plan could land decades out.
Tool
Compound Growth
Tool
CAGR
Tool
Portfolio Return
Tool
Wealth Projection
Tool 01
Monthly compounding on a starting balance plus recurring contributions. Adjust any field and recalculate.
Assumes a constant monthly-compounded rate — real markets fluctuate year to year, so treat this as a planning estimate.
Future value
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Contributed
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Growth
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Tool 02
Compound Annual Growth Rate smooths an irregular path between a start and end value into a single annualized figure.
Compound Annual Growth Rate
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Tool 03
Add rows for each asset class in a portfolio to see the weighted average expected return based on our model assumptions.
Weighted estimated return
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Project a plan across milestone years and save configurations to your browser to compare scenarios over time.
Projection inputs
Adjust your assumptions below.
Save scenario
Growth outlook
Starting amount
$20,000
Monthly added
$600
Annual return
7.0%
Projected balance
Estimated growth over your investment horizon
Contribution vs. projected growth
| Year | Contributed | Projected balance |
|---|
Projections are illustrative estimates and are not guaranteed. Actual investment returns may vary.