Timeline
Expected return by asset class
These blend with each scenario's allocation (Holdings tab for Current, sliders below for the other three) to produce every projected return automatically — change a return here and every scenario updates.
Current allocation (from Schwab imports)
This is what you actually hold right now, computed from every account on the Holdings tab — it's what drives the "Current" scenario's blended return, right below.
Conservative allocation target
Balanced allocation target
Aggressive allocation target
Pre-retirement contributions
Starting point
Your starting balance for every projection is the total of everything entered on the Holdings tab. Add or edit holdings there — this tab only covers what gets added going forward, each year, until retirement.
Account summary
Manage accounts (rename, add, remove)
Live prices
Optional — a Cloudflare Worker fetches current (delayed) quotes for whatever you're holding, so the numbers here can move between CSV imports. See chat for the Worker code and deploy steps.
Individual holdings
Tag each holding's asset class once; the tool remembers that tag by symbol from then on. Re-importing a CSV replaces only that one account's rows — every other account is left untouched.
| Symbol | Description | Account | Asset class | Market value | |
|---|---|---|---|---|---|
| Grand total | |||||