Free tools · real fund data
Tools that show you what's really inside
Run the same analyses our advisors use — survival odds, projections, drawdowns and fund comparisons — built on real NAV history, not generic assumptions. Free to try.
Retirement planning
SWP Sustainability Calculator
Test how long a corpus lasts under a monthly SWP, with a survival probability from 1,000 simulated paths.
- Survival probability
- Corpus fan chart
- Real fund data
Goal planning
Monte Carlo SIP Simulator
Project a SIP corpus across 1,000 simulated paths using a fund's own return and volatility, with P10–P90 bands.
- Probability bands
- Driven by real volatility
- Goal probability
Risk
Drawdown Analyzer
Map every drawdown event in a fund's NAV history: depth, duration and recovery time.
- Every drawdown event
- Depth and duration
- Know the worst case
Selection
Fund Comparison
Compare two funds side by side: returns, risk metrics, rolling returns and correlation.
- Returns and risk together
- Rolling returns
- Correlation
Want the full picture?
A portfolio review brings allocation, drift, overlap and tax into one place — across every holding, not one fund at a time.
Review my portfolio