Fixed Return Component
Equity Component
Asset Allocation
Portfolio Analysis Results
Pre-Tax Return
Post-Tax Return
Pre-Tax Amount
Post-Tax Amount
Total Tax Paid
Maximum Drawdown
Probability of Loss
Target Return (Pre-Tax)
Target Return (Post-Tax)
Tax Impact
💰 Tax Breakdown & Explanation
â–¼Tax Rates Applied
Component-wise Tax Analysis
Fixed Component Tax
Equity Component Tax
📊 Charts & Visualizations
â–¼Return Distribution
This histogram shows the frequency of different annual return outcomes from the Monte Carlo simulations. It helps you understand the probability distribution of your portfolio's potential returns.
Portfolio Performance Scenarios
This chart displays the range of returns at different confidence levels (percentiles). It shows what returns you might expect in best-case, worst-case, and typical scenarios.
Portfolio Equity Curves
This chart shows different possible portfolio growth paths over time. The colored lines represent different percentiles of outcomes, with the median (50th percentile) highlighted. The faint dashed lines show individual simulation paths. This visualization helps you understand the range of potential returns and visualize drawdown periods.