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Total Invested
Live Value
Unrealized Gain
Holdings

Allocation

Holdings

Asset Invested Alloc Exp. Return Actions
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Projection Period
110203040

Adjust Expected Returns (tweak to run scenarios)

Growth Curve

Year-by-Year Breakdown

Year Total Invested Portfolio Value Gain Total Return

Add monthly contributions per holding. Set when they start (year offset) and how long they run. These compound over time and show up automatically in your projections.

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No recurring contributions yet. Add monthly DCA amounts to see their compounding impact in Projections.

Yahoo Finance prices — delayed ~15 min. Mutual fund NAVs may not be available.

CD / Savings ~2-5%Bonds ~4%S&P500 ~10-12%Growth ETF ~20%+

Example: start after year 1, run 9 years = contributes years 2–10