You can upload a portfolio asset allocation by selecting a file below. The import uses a standard Excel or CSV file format with a ticker symbol followed by asset balance or weight on each row, and you can download sample files for the supported data formats from the related documentation section.

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This Monte Carlo simulation tool provides a means to test long term expected portfolio growth and portfolio survival based on withdrawals, e.g., testing whether the portfolio can sustain the planned withdrawals required for retirement or by an endowment fund. The following simulation models are supported for portfolio returns:

To simulate multiple stages such as career and retirement with detailed cashflow goals use the Financial Goals planning tool.

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You can upload a list of tickers by selecting either a text file of an Excel file below. The tickers in the file can be listed either on separate lines or on the same line.

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