Calculator • Investing

A clear line from today's deposit to tomorrow's portfolio.

Consistent investing is unglamorous and devastatingly effective. Set your starting balance, what you'll add each month, and a realistic return — then see where the curve lands.

Your numbers

$5,000
$500
7.0%

Diversified equity portfolios have historically returned ~7% real.

20
Future value
$0
Total contributed
$0
Total earnings
$0

Assumes monthly compounding and contributions at the start of each month. Returns are estimates, not guarantees — markets fluctuate. All math runs locally in your browser; nothing is sent to a server.

Growth curve

Total value Contributions
After 5 yrs
$0
After 10 yrs
$0
After 20 yrs
$0

What this curve is actually showing

The emerald area is your projected portfolio value; the grey dashed line is the cash you put in. Early on the two track closely — most of your balance is simply money you deposited. As the years pass, returns begin compounding on previous returns, and the shaded gap between the lines becomes the larger story.

Try holding the return steady and dragging the years slider. The shape barely moves for the first decade, then bends sharply upward. That bend is the reason patience, not cleverness, is the dominant variable in long-term investing.