Investment Tracker
Portfolio planning with withdrawal analysis
Investment Parameters
Initial Capital
Annual Return (%)
Tax Rate (%)
Duration (Years)
Withdrawal Rate (%)
Yearly Adjustments
Applies from that year onward. Leave a field empty to keep the value already in effect.
+ Add Adjustment
One-Time Deposits
An amount added to your balance at the start of that year.
+ Add Deposit
One-Time Withdrawals
An extra amount taken out that year, on top of your usual withdrawal.
+ Add Withdrawal
Calculate Projections
Final Balance
0
Total Withdrawals
0
Total Return
0
Detailed Analysis
Year
Start Balance
Deposits
Gross Return
Taxes
Balance
Annual Allowance
Rate
Withdrawals
Final Balance
Totals
-
0
0
0
0
0
-
0
-
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