Portfolio Simulator

How it works

Build an investment portfolio and see how it would have performed across different historical market periods. Choose your holdings, set an allocation, pick a monthly contribution and a time horizon, then run it against real monthly prices, dividends and interest rates. The simulator uses historical data rather than forecasts, so results show how an allocation would have performed historically — including the years it lost money.

1

How much will you invest?

Per month
2

How long?

Years
3

What would you like to own?

Advanced options
Annual increase in monthly contribution

Raises your monthly contribution each year. Year 1 uses the base amount, year 2 adds this figure, year 3 adds twice it, and so on. Leave at 0 for a flat contribution.