Private strategy review

Tools 05 — Goal simulator

Goalsimulator.

From a target to a path.

Set the capital you want and when. The simulator shows the contribution that closes the gap at your assumed return, or the return that would be needed with your contribution.

Projected capital at horizon
Gap to target
Contribution needed per year
Return needed with your contribution
Year the target is reached

Path to target

  • Your plan
  • Plan that reaches the target
  • Target

X · yearsY · capital, €

How it works
Projection
FV = P(1 + r)n + C × ((1 + r)n − 1) ÷ r
Contribution needed
C* = (Target − P(1 + r)n) × r ÷ ((1 + r)n − 1)
Return needed
Solved numerically (bisection) for the r that makes FV equal to the target with your contribution

Planning arithmetic on your assumptions, in nominal terms. Not investment advice, not a forecast; returns are not guaranteed and capital is at risk.