Retire-Agent Dashboard
Monte Carlo Planner
Total Portfolio
$395,471
Cash
$16,448
Equity
$379,023
Change %
0%
Allocation
Total Portfolio
Holdings Overview
Allocation by Holding
Allocation by Account
Allocation by Tax Wrapper
Top Holdings Table
Security name falls back to symbol when no canonical security name is available.
Symbol
Name
Account
Tax Wrapper
Value
% of Portfolio
Canonical Planner Scenario
Annual Spend Target
Years
Withdrawal Timing
start
end
Mode
nominal
real
Inflation Rate
Filing Status
single
mfj
State Tax Rate
Taxable Gain Ratio
Other Income Annual
Withdrawal Ordering
Taxable → Deferred → Roth
Deferred → Taxable → Roth
Taxable → Deferred → Roth (Roth Last)
Pro-Rata (All Buckets)
SS Claim Age Override
Medicare Start Age
Roth Fill To Rate
Roth Max Annual
Force Live Ingest
false
true
Apply Tax Drag
Enable Roth Conversion
Enable IRMAA
Run Planner
Dashboard uses /planner/run?include_paths=true as the canonical UI engine endpoint
Planner Summary
Total Portfolio Paths
Bucket End Values (Base Path)
Withdrawals / Tax / Net Spend (Base Path)
Yearly Detail (Base Path)
Year
Age
Start Total
SS Income
RMD
Roth Conv
IRMAA
Tax Paid
Withdrawal
End Total
Depleted