InvestGrow

Jivaro Tool

InvestGrow

Build a wealth plan, compare scenarios, understand inflation drag, and see where your results come from year by year.

Ready Adjust the plan and calculate.

Plan Builder

Start with your goal, timeline, and contribution plan.

Currency USD ($) EUR (€) GBP (£)

Time Horizon

years

Target Goal

Starting Amount

Monthly Contribution

Annual Contribution Increase

%

Goal is today’s purchasing power

Return Scenarios

These returns are price growth returns. If your expected return already includes dividends, leave dividend yield at 0%.

Conservative Balanced Growth

Low Price Growth Return

%

Base Price Growth Return

%

High Price Growth Return

%

Inflation

%

Show real values Show scenarios Show contributions

Costs, Taxes & Dividends

Use simplified tax assumptions. Taxes apply to dividends and optional growth gains, not the full balance.

Annual Portfolio Fee

%

Fixed Monthly Fee

Simplified Tax Rate

%

Optional Growth Gains Tax No growth tax Yearly on gains Monthly on gains

Dividend Yield

%

Dividend Frequency None Monthly Quarterly Yearly

Income / Withdrawal Rate

%

Reinvest dividends

Actions

Calculate, save, share, and export your plan.

Calculate Use Required Monthly Save Copy Link Export Summary Export Monthly CSV Reset

Goal Command Center

Calculate to see whether the plan is on track.

Not calculated

Projected Wealth —

Inflation-Adjusted —

Goal Target Used —

Required Monthly —

Monthly Income —

Real Contributions —

Portfolio Growth

Nominal projection

Plan Insights

Key drags and boosts behind the projected result.

Inflation Drag —

Fees + Taxes —

Total Contributions —

Investment Result —

Annual Breakdown

Contributions, growth, dividends, fees, taxes, and net annual change.

Chart Table Download

Monthly Breakdown

Month	Start	Contribution	Growth	Dividends	Fees	Taxes	Portfolio End	Cash Dividends	Total Wealth