YOU CAN BE RICH TOO WITH GOAL BASED INVESTING - CALCULATORS
 

Visual Goal Planner Asset Allocation [{{ filename == "" ? "New Document" : filename }}]
Note: Fields in yellow are mandatory

Current Cost   Lumpsum Investment   Monthly Investment  
     
Inflation (%)   Average
Annual
Return* (%)
  Average
Annual
Return* (%)
 
% % %
*post tax   Years it would take to achieve goal (approx.)
  {{ vgp.lumpsum_index }}   {{ vgp.monthly_index }}  
  Lumpsum Investment   Monthly Investment  
Note: Notice when the lump sum or monthly investment curves intersect with the 'cost' curve. The no of years it takes to intersect the cost curve is the no of years it would take to achieve the goal (approx.)
 
Use this sheet to understand the impact of inflation
1. a higher return and
2. adequate investment for long enough periods
Hover mouse over graph to see data labels.
Date Cost Lumpsum
Investment
Monthly
Investment
         
{{ d.date }} {{ d.cost }} {{ d.lumpsum }} {{ d.monthly }} {{ d.diff }} {{ d.inv_diff }} {{ d.min_inv_diff }} {{ d.cost_diff }} {{ d.min_cost_diff }}