Portfolio mode

Portfolio income lab

Blend any of the supported funds, give each a dollar allocation, and project the combination: blended average monthly income, ending value, each fund’s contribution, and an automatic stress test across the whole blend. Every fund runs the same engine as its own ticker page, with growth defaults from its own record. Your blend is stored in this browser only.

Pick funds

Monthly contribution (whole blend)

Split across funds in proportion to their allocations.

Years15 yrs

Tax rate on distributions

Applies to every fund in the blend. 0% = tax-advantaged.

growth assumptions: each fund’s own record where available · DRIP on · taxes off (0%)

Pick at least one fund and give it a dollar allocation to see the blended projection. Your blend is saved in this browser only — nothing leaves your device.

Educational scenario modeling only — not investment, tax, or financial advice. Results are hypothetical outcomes of your assumptions, not forecasts.

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