Financial tools and simulations for smarter retirement decisions.
Data by Kevin helps DIY investors stress-test retirement timing, portfolio volatility, Monte Carlo risk, cash reserve tradeoffs, and tax-aware withdrawal strategy.
Professional-grade financial tools for serious investors.
Retirement + Portfolio Decision Report
Stress-test retirement timing, spending, portfolio volatility, cash reserve tradeoffs, and withdrawal strategy with Monte Carlo analysis.
View sample report →Portfolio Lab + ML Guide
Connect portfolio return and volatility assumptions to retirement success, downside pressure, and scenario outcomes.
Open planner →Tax-Aware Withdrawal Map
Compare Taxable, TFSA, and RRSP/RRIF sequencing to see whether account order may materially affect the result.
See Appendix D →
See the finished report before entering your own assumptions.
The sample report shows the output format: executive summary, base projection, Monte Carlo risk, Portfolio Lab interpretation, cash reserve test, sensitivity priorities, and tax-aware withdrawal value map.
Demonstration only. Uses hypothetical assumptions. Not individualized financial, investment, tax, legal, or retirement advice.
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