Investment Portfolio Simulator

A modern web application for simulating and tracking investment portfolios with real-time data. Built with React, TypeScript, and Tailwind CSS.

Why this Project?

I wanted to see how my portfolio would perform if I had invested in something else, and thus with savings plan(s)
The main issue with other saving-plan calculators is, that they calculate based on the p.a. performance, i wanted further insights however, and thus this projected was created.
It allows you to see how single-investments and savings plans would have performed, and how they would have affected your portfolio.
There are multiple indicators and design choices made:
- TTWOR (Time Travel Without Risk) calculations
- Average Portfolio Performance
- Portfolio Performance & Value
- All assets (except the TTWOR and Portfolio-Value) are scaled by percentage of their price. Thus their referenced, scale is on the right. The referenced scale on the left is only for the portfolio-value

Features

📈 Real-time stock data from Yahoo Finance
💰 Track multiple assets and investments
📊 Interactive charts with performance visualization
🌓 Dark/Light mode support
📱 Responsive design
- Mobile friendly
📅 Historical data analysis
- The portfolio is fully based on real-historical data, with configurable timeranges
💹 TTWOR (Time Travel Without Risk) calculations
- Including metrics for TTWOR
🔄 Support for one-time and periodic investments
- You can config your dream-portfolio by one time and periodic investments easily
📊 Detailed performance metrics
- See all needed performance metrics in one place
📅 Future Projection with Withdrawal Analysis and Sustainability Analysis
- Generate a future projection based on the current portfolio performance, with a withdrawal analysis and sustainability analysis + calculator
- Including with best, worst and average case scenarios
📊 Savings Plan Performance Overview Tables
- See the performance of your savings plans if you have multiple assets to compare them
📄 Export to PDF
- Export the entire portfolio Overview to a PDF, including Future Projections of 10, 15, 20, 30 and 40 years
📄 Export to CSV Tables
- Export all available tables to CSV
See the asset performance p.a. as well as of the portfolio

Run npm run build -> build for production (dist folder) (you can then launch it with dockerfile or with a static file server like nginx)
Run npm run preview -> preview the production build (dist folder)