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Forecast comparison tool

Run one client plan against six publicly-published Capital Market Expectations. Side-by-side charts, white-label client PDF, and a fiduciary methodology supplement — all from a single set of inputs.

Plan inputs

Client / scenario

Demographics

Cash flow ($)

Allocation

Optional — adds a branded header to the client PDF. If left blank, the PDF will use a "Powered by QuantCalc" header instead. Branding stays in your browser; we never receive it.

Running 6 simulations in parallel… this takes 5–15 seconds.

Side-by-side comparison

30-year success rate by forecast

Terminal balance distribution (median + 10th–90th)

Numerical detail

Forecast Success rate p10 terminal p50 terminal p90 terminal

What's in the methodology supplement

The methodology supplement is a four-page document attached to the client PDF (or downloadable separately). It is designed to satisfy a fiduciary review or a compliance file with no follow-up questions.

  • Page 1. Executive summary of the analysis: scenario, forecasts evaluated, headline result.
  • Page 2. Simulation parameters: simulation count, sampling regime (pseudo-random vs Sobol QMC), volatility / correlation source, inflation model, allocation matrix, withdrawal rule.
  • Page 3. Forecast citations: each of the six forecasts with the public source URL and the value used. Notes any conversions (e.g., GMO real-to-nominal).
  • Page 4. Disclosures, non-affiliation, and fiduciary process notes. Includes a statement that QuantCalc is an independent educational tool and that recommendations remain the sole responsibility of the issuing advisor.