ProjectionLab
Simulates financial futures with Monte Carlo analysis, tax planning, cash-flow visualization, and estate planning.
Launch screenshots from Product Hunt, Aug 2022
A financial planning platform that simulates long-term finances, including retirement, tax, and estate planning, to help users gauge success and reduce anxiety. It targets individuals planning for financial independence or early retirement, as well as financial advisors and employers offering financial wellness benefits. It differentiates with detailed scenario modeling, Monte Carlo simulations, and tax optimization, delivered as a web-based SaaS with a free tier.
Key features
- Monte Carlo simulations
- Cash-flow Sankey diagrams
- Tax estimation and analytics
- Tax optimization strategies
- Estate planning and legacy modeling
- Historical backtesting
- International tax presets
- Flexible spending modeling
- Roth conversion optimization
- 72t (SEPP) distribution modeling
- Rental income modeling
- Home purchase planning
- Part-time work modeling
- Travel time-off scenarios
- Black swan event modeling
- Progress tracking and journaling
- Compare mode for scenarios
- Printable reports
- Multi-factor authentication
- Data export and deletion
- No social media activity within the last 30 days
GTM channels
- Blog
- Partner program
- Referral program
- Affiliate program
- Marketplace
- Community
- API
- Changelog
ICP
- Consumers general
- Financial services firms
- Startups