Money growth tracker
Monthly account balances, gross wealth, and net wealth.
August 2025 to August 2026.
Accounts
Enter the total value shown by each provider.
Gross wealth history
Up to 18 months containing balances are shown.
Cash and investments
Percentage of gross wealth over time.
YTD change uses December of the previous year, or the first available snapshot when December is missing.
| Year | First snapshot | Latest snapshot | Gross opening | Gross closing | Change | Change % | Invested | Cash | Est. tax | Net wealth | Months entered |
|---|
Investment accounts
Choose the accounts to include.
Assumptions
Annual compound return with no future contributions.
Projection
Selected accounts compounded annually.
Year by year
Projected value before tax.
| Year | Pessimistic | Expected | Optimistic |
|---|
Withdrawal plan
Test a fixed monthly withdrawal after an accumulation period.
Pessimistic
Expected
Optimistic
Balance through withdrawals
Accumulation first, then monthly withdrawals.
Invite someone
Create a single-use registration link.
Users
Create a password-reset link for any user.