Methodology & Assumptions

Monte Carlo Simulation

Each scenario runs 10,000 independent simulations of your financial future. Every simulation draws random annual market returns from a distribution calibrated to historical equity performance, including skewness. The result is a probability distribution of outcomes — not a single projection.

Tax Modeling

Tax calculations use bracket-based models for income tax, capital gains tax, and wealth tax where applicable. Each supported country has its own tax module reflecting current published rates and thresholds. Tax models are simplified approximations — consult a qualified tax professional for your specific situation.

Return Assumptions

Default return parameters are calibrated to long-run global equity performance. Returns are modeled as log-normal with an adjustable skewness factor to capture fat-tail risk.

Limitations

  • Results are hypothetical projections for educational purposes, not financial advice or guarantees.
  • Tax models are approximations and may not reflect your individual tax situation.
  • The simulator does not model behavioral changes, health costs, Social Security optimization, or estate planning.
  • Past market performance does not guarantee future results.