Asset Rebalancing Strategies and Scenarios - Calculator

Portfolio Scenario Simulator Portfolio Scenario Simulator Analyze performance across different market conditions and rebalancing strategies Investor Profile Current Age Retirement Age Life Expectancy Investor Type Aggressive Moderate Conservative ...

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Advanced Compound Interest Calculator

Advanced Compound Interest Calculator

Initial Investment

Please enter a valid opening balance.

Regular Deposits

Enter a valid deposit amount.

Investment Timeline

Growth & Inflation

Options

Additional Lump Sums

Assumptions & Formulas
  • Effective Rate: Calculated based on the selected compounding frequency.
  • Deposit Timing: "Beginning" means deposits earn interest for the full period, while "End" means deposits earn no interest in the current period.
  • Lump Sum Deposits: Additional lump sums can be added at specific periods during the investment term.
  • Inflation Adjustment: The inflation-adjusted maturity is calculated by dividing the nominal maturity by (1 + inflation_rate)^years.
Tips for Best Results
  • Use the scenario feature to compare different investment strategies
  • Hover over icons for field-specific help
  • Click and drag on charts to zoom in, double-click to reset
  • Save your scenarios to revisit them later