roastfolio

Portfolio — Total Value
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Portfolio — Daily Change
Monthly Summary
Monthly Return
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Benchmark Comparison
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Overtook vs Lost ▼
Retirement Goals
Monthly Deposit: —
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Monthly Return: —
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Yearly Summary
Yearly Return
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Benchmark Comparison
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Overtook vs Lost ▼
Retirement Goals
Yearly Deposit: —
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Yearly Return: —
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Today's Movers
Benchmark
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Wallet Management

Wallets

Select wallet — —
Wallets
Holdings
Live value, allocation, and quick trade actions.
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Company Shares Value Today Alloc
Quick entry Add a transaction in plain English
Use this to record buys, sells, deposits, and withdrawals without filling a long form.
📈 Buy 10 AAPL for 185.50 to XTB on 2025-06-01 · 📉 Sell 5 CDR.WA for 120 to IKE · 💰 Deposit 5000 to IKZE
Selected wallet

Select a wallet

Summary stays pinned first. Select a wallet to manage it.
Total value —
Today —
Annual return —

Total Portfolio

Holdings

CompanyPrice (PLN)TodayYTDCurrent Value (PLN)Purchase Value (PLN)Profit / Loss (PLN)Total ReturnPortfolio %

Portfolio History

Monthly Returns

Cumulative Return

Daily % Change

Daily PLN Change

Return vs Benchmark

All-Time Values

Monthly Statistics

Daily Statistics

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The Deepest Trench
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Waiting for data
The Widest Swamp
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Waiting for data

Valuation Path vs High-Water Mark

The Lakes (Underwater Drawdown %)

Click a lake on the left chart
Retirement Forecast

See if your money lasts

Compare your real portfolio history with a theoretical saving path from your investing start date, then see two futures from today: one from the real balance and one from the projected balance.

Ready
Retirement timing: —
Saved plans
Projection chart

Past + future in one view

Live preview
100% of full height
Not needed at full height
Quick focus
Use Y zoom + Y scroll to inspect the lower part of the chart when the forecast shoots much higher than today.
Retirement begins —
Actual path outlook —
Monthly spending —
Average life expectancy in Poland is 78,6. I gave you 10 extra years because apparently your retirement plan also wants plot armor.
Blue shows your real history. Dashed blue is a monthly-compounded theoretical path from your investing start date using your pre-retirement yearly return. Green projects forward from the real balance today, and purple projects forward from the theoretical balance today. Simulation bands Current method: the baseline path compounds monthly, adjusts retirement spending for inflation, and now deducts annual portfolio fees. The bands use a deterministic seeded Monte Carlo with mild / weak / stress monthly regimes, so the same assumptions always produce the same P10 / P50 / P90 result. It is still a simplified single-portfolio model, but it is closer to institutional planning than a plain bell-curve path.
Quick summary

What this plan says

Actual value today
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Actual path at retirement
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Actual path at age 88.6
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Retirement runway
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Spending support
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Confidence view
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Age 88.6 check
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Historical range
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Plan setup

Keep it simple

Start with your birth date, when you began investing, the age you want to retire, monthly contribution, expected growth, and retirement spending. The app translates that retirement age into the date of your birthday automatically.

Use any name that helps you compare scenarios.
Used to calculate real ages and the age-88.6 target date.
This sets the start of the projected historical path.
If you enter 50, the plan uses the date of your 50th birthday.
How much you plan to add each month before retirement.
Expected yearly growth while you are still investing.
Expected yearly growth once withdrawals begin.
How much you want the portfolio to cover each month.
More controls
Optional inputs for a more detailed scenario. You can ignore these and still get a solid forecast.
This Month's Turnover
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YTD Turnover
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All-Time Turnover
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Transaction Activity

Less More turnover Deposit Withdrawal

Monthly Turnover

Transaction History

Date
Operation
 Asset Wallet Units Price (PLN) Commission
Value (PLN)
 Save

Asset Analysis

Search for a company to view its 1-year performance and fundamental properties.

Markers show transactions from all wallets.
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