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Portfolio projection

Investment Simulator

The calculator compares financial products and estimates how wealth evolves over time, including fees and tax effects when applicable.

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What this tool does

The simulator calculates monthly growth, projected final value, net gain, and the impact of fees and income tax, depending on the selected product type.

It is useful for anyone comparing CDBs, funds, LCI/LCA, and other products before investing, especially when the goal is to understand net return. Also compare net gain and effective rate, not just the ending balance.

The final figure represents a projection based on the chosen assumptions. Bear in mind that it is impossible to predict the future; while all estimates are intended to be the best possible, they may still not reflect reality.