simulate_portfolio
Simulate monthly investing in a portfolio
Monte Carlo simulation of investing monthly (plus an optional starting sum) in one asset or a mix rebalanced monthly. Returns the range of outcomes by year (10th to 90th percentile), the deepest fall along the way, the mix's own past return and volatility, and a compoundsim.app url that shows the same scenario.
輸入參數yearshistoryinitialmonthly必填currencylanguageportfolio必填history_tohistory_frominflation_percent
compare_portfolios
Compare portfolios side by side
Runs the same monthly-investing plan through 2 to 4 portfolios (the same simulation as simulate_portfolio) and returns each one's final outcome range, deepest fall, past return and volatility, and url, for questions like 'S&P 500 or all-country stocks?'.
輸入參數yearshistoryinitialmonthly必填currencylanguagehistory_toportfolios必填history_frominflation_percent
simulate_withdrawal
Simulate spending down a portfolio in retirement
Monte Carlo simulation of withdrawing a yearly percentage of a starting balance, raised with inflation every month, from a portfolio (the 4% rule and its variants). Returns the share of paths that still had money at the end, when the others ran out, the remaining balance range in today's money, the success rate at withdrawal rates from 2% to 8%, and a compoundsim.app url.
輸入參數yearsbalance必填historycurrencylanguageportfolio必填history_tohistory_frominflation_percentwithdrawal_rate_pct
simulate_fixed_rate
Compound interest at a fixed rate
Deterministic compound growth of monthly contributions (plus an optional starting sum) at a fixed annual return. Returns contributions, gains and total by year, and a compoundsim.app url. Use simulate_portfolio for the range of outcomes of real assets.
輸入參數yearsinitialmonthly必填currencylanguageannual_return_pctinflation_percent
get_asset_returns
Past annualised returns of assets
Annualised past returns of the assets compoundsim simulates, over the last 5, 10 or 20 years, all the data, or a calendar span: total return with dividends reinvested, price return, the dividends' share, volatility, and the return after US inflation (in USD) or the exchange rate's share of the return (in another currency).
輸入參數assetsperiodcurrencylanguageperiod_toperiod_from
