📊 Step-by-Step Investing Helper

Define your investment purpose and outcome

Choose your investment timeline

Assess how much volatility you can handle

Choose Strategy

Pick between ETFs, growth, dividend, etc.

Suggested Allocation

View sample asset allocation

Compound Interest

Visualize how your money grows over time

Compare retirement accounts side by side

Dividend Tracker

Track reinvested dividends over time

Portfolio Rebalancer

Keep your asset mix aligned to plan

Optimize what goes in taxable vs. retirement accounts

Plan education savings with a 529

Stock Valuation

Check fair value of long-term investments

Keep records of your positions and thoughts

Retirement Calculator

Estimate how much you need to retire comfortably

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