Net Worth
—
loading…
4% Safe Withdrawal / yr
—
—
Net Worth Over Time
No history yet — values record daily on each visit.
Assets & Liabilities
| Account | Class | Value |
|---|
Portfolio Mix by Risk Profile
Low risk
Low-medium
Medium
Medium-high
High risk
Asset Mix
By Class
Liquid · Semi · Illiquid
Portfolio Insights
AI Recommendations
Parameters
Withdrawal Rates
Spending Sustainability
| Annual Spend | Rate | 30yr Success |
|---|
Historical 30-yr success (Trinity study, 50/50 stock-bond). Your equity-heavy mix may differ.
Passive Income Coverage
| Source | Monthly |
|---|
Passive income offsets withdrawals. Net draw at $140K target shown.