📈 Portfolio Overview & Analytics
Your retirement planning dashboard
Net Worth
$235K
Today · all assets − debts
Investments
$85K
Retirement portfolio
Home Equity
$150K
of $400K
Years to Retire
35
Age 65
Retirement Countdown
35
years until retirement
Current Age:30
Retire at:65
That's approximately 420 months or 12,775 days
Plan Success Rate
📊
Run analysis to calculate success rate
Retirement Target
You'll Have at Retirement
$5.4M
vs
Target Needed (4% Rule)
$292K
✓ On Track! Surplus: $5.1M
1859% of target
Your Retirement Journey
📍
Today
Age 30
2026
🎉
Retire
Age 65
2061
🏛️
SS Starts
Age 67
2063
📋
RMDs Begin
Age 73
2069
🏁
Plan End
Age 90
2086
$15.8M left
35 yrs2 yrs6 yrs17 yrs
Retirement Readiness Score
50Fair
🎲
Plan Success
••
💰
Savings Rate(26.0%)
100
💳
Debt Health(52% D/A)
48
📊
Diversification(4 types)
100
✅
Plan Complete(3/4)
75
Retirement Income Preview
Net Monthly Income (age 67)
$3,291/mo
$39,486/year
🏛️ Social Security$2,083
💰 Portfolio Withdrawal$1,256
💰 Gross Income$2,083
📉 Taxes-$48
🏠 Living Expenses-$2,932
🏥 Medicare-$358
Monthly Surplus+$0
✓ Income covers expenses!
Action Items to Improve Your Plan
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Investment Accounts
Pre-Tax (401k/IRA)$50K
Roth$25K
After-Tax / Brokerage$10K
Net Worth Breakdown
📈 Assets$485K
Investment Accounts$85K
Real Estate$400K
📉 Liabilities-$250K
Mortgage-$250K
Net Worth$235K
Debt-to-Asset Ratio: 51.5%
Current Monthly Budget
💵 No budget configured
Real Estate & Mortgage
Primary Residenceprimary
Value
$400K
Owed
$250K
Equity
$150K
Equity %
37.5%
OwnedOwed
Est. Monthly Payment (PITI)$2,270/mo