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AI-Style Financial Projection Simulator

Model long-term portfolio growth with compound returns, inflation-adjusted withdrawals, and Monte Carlo simulations. Choose an asset allocation, run thousands of simulated market paths, and estimate the chance of running out of money.

Educational only · Not financial advice · No live market data
Total investable assets at the start of the simulation.
Set to 0 for retirement / drawdown-only scenarios.
Used for inflation-adjusted projections and withdrawals.
Approx. expected return 6.0% · volatility 12.0% (balanced profile).
For “4% rule” style, choose fixed % of starting balance.
More runs = smoother stats, slower to compute.
Projection summary
Deterministic ending balance (no randomness)
$0
Deterministic ending balance (inflation-adjusted)
$0
Median ending balance (Monte Carlo)
$0
10th / 90th percentile ending balance
$0 / $0
Chance of running out of money
0%
Risk distribution (ending values vs starting balance)
Ruin (portfolio hits zero early)
0%
< 100% of starting balance
0%
1x – 3x starting balance
0%
3x – 5x starting balance
0%
> 5x starting balance
0%
Results are based on random simulated returns using your chosen expected return and volatility. This is an approximation, not a guarantee, and does not use real market data.
How this simulation works
  • Each simulation path generates yearly returns using a normal distribution with your chosen mean and volatility.
  • Inflation is applied to convert nominal balances into inflation-adjusted values.
  • Withdrawal strategies:
    • No withdrawals: pure growth/accumulation.
    • Fixed % of starting balance: like a “4% rule”, withdrawals rise with inflation.
    • Fixed % of current balance: withdraw a percentage of whatever you have each year.
  • “Chance of running out of money” counts simulations where the portfolio reaches zero before the horizon.

This tool is for education and scenario exploration only. It is not personalized financial advice, and it does not pull or reflect live market returns. Always consult a qualified professional before making major financial decisions.