🎯 WikiBudget ROI & Risk Analyzer
Advanced Monte Carlo Simulation • Risk Metrics • Benchmark Comparison
Monte Carlo Simulation
Advanced Risk Metrics
Scenario Analysis
PDF Export
Benchmark Comparison
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Upload Investment Document
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📊 Investment Parameters
Identify this investment for your records
$
Total amount invested upfront
$
Projected value at exit
years
Time until exit/sale
%
Expected annual price fluctuation (20% = moderate risk)
%
For real return calculations
%
Capital gains tax rate
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📊 S&P 500 Benchmark Comparison
Live Market Data from Federal Reserve
This calculator uses actual historical S&P 500 returns from FRED (Federal Reserve Economic Data) for your exact holding period. The data is updated daily to provide the most accurate market comparison possible. This ensures you're comparing your investment to real market performance, not outdated averages.
| Benchmark | Historical Return | Your Performance vs. S&P 500 |
|---|
💰 Core Results
Net Profit/Loss
$0
Total ROI
0%
Annual Return (CAGR)
0%
Compound annual growth rate
After-Tax Profit
$0
🎲 Monte Carlo Simulation Results
What is Monte Carlo Simulation?
We ran 1,000 simulations of your investment using your expected volatility. This shows the range of possible outcomes based on historical market behavior.
10th Percentile
$0
25th Percentile
$0
Median (50%)
$0
75th Percentile
$0
90th Percentile
$0
Profit Probability
0%
Investment Outcome Distribution (1,000 Simulations)
📈 Advanced Risk Metrics
Sharpe Ratio
0.0
Risk-adjusted return (>1 is good)
Sortino Ratio
0.0
Downside risk focus (>1.5 is good)
Max Drawdown
0%
Largest potential loss
CVaR (95% Confidence)
$0
Average loss in worst 5% of scenarios (calculated from Monte Carlo)
⏱️ Investment Timeline
Risk vs Return Analysis