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Investment Simulator

Authors
  • avatar
    Name
    Jinjiu Liu
    Twitter

Content

Investment Simulator

This tool simulates portfolio growth with a monthly engine. Choose whether the chart displays yearly totals or monthly points via the Graph view.

Basics

Contributions

Trading pattern (per year)

Tip: You can clear any numeric field and type freely. For decimals, "," or "." are both accepted.

Summary

  • Final value: €335,153.22
  • Total contributed: €12,000.00
  • Initial: €5,000.00
  • Profit (approx): €318,153.22
  • CAGR (ref only): 52.27%
Notes
  • Simulation runs monthly. Use Frequency to choose when contributions occur.
  • Graph view lets you switch between yearly totals and raw monthly points.
  • All figures ignore taxes, fees, and slippage.

Data (last 10 points)

PeriodValueTotal Contributed
Year 1€8,620.19€1,200.00
Year 2€13,936.43€2,400.00
Year 3€21,613.86€3,600.00
Year 4€32,843.41€4,800.00
Year 5€49,107.42€6,000.00
Year 6€72,770.25€7,200.00
Year 7€107,123.98€8,400.00
Year 8€157,056.63€9,600.00
Year 9€229,651.97€10,800.00
Year 10€335,153.22€12,000.00
Only to give an overall idea, not bond to reality (e.g. no tax, fees considered).