See what your portfolio could be worth today if you invested an initial amount + monthly contributions —
with optional dividend reinvestment and a simple tax estimate.
Step 1 · Instruments
Step 2 · Plan
Step 3 · Dividends & tax
Step 4 · Results
1) Pick instruments
Enter tickers separated by commas. Optional weights must match ticker count.
Tip: Alpha Vantage free tier is rate-limited. This page caches downloaded data in your browser for ~7 days.
2) Investment plan
All values are in dollars. Contributions happen monthly.
3) Dividends + tax
Dividend reinvest uses “adjusted close” (a total-return style series). Tax is a simplified estimate.
Reinvest dividendsUses monthly adjusted close for growth calculations.
Taxable accountApplies an effective tax rate on total profit at the end.
MVP assumptions: monthly investing at month-end price; dividend reinvest uses adjusted close; tax is a single effective rate on profit.
Results
This updates after you calculate.
Final value
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After-tax value
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Contributions
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Tax (estimate)
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Per ticker (end value)
Data source: Alpha Vantage monthly adjusted series. If you hit rate limits, wait and retry (or reduce tickers).