Investment Finance Planner

SchnackerSoftwareSolutions

About this app

Investment Finance Planner

Bring your investments into one clear planning workspace. Investment Planner helps you organize what you own, plan future contributions and transactions, and explore how your investments could support withdrawals over time.

Choose the detail that suits you. Track stocks and funds by their overall dollar value, or enter shares and share prices. Use a single account balance, track every holding, or follow a few selected investments while the rest remains part of the account. Keep the same stock separate across multiple accounts or as a standalone investment.

Enable only the modules you need. Alongside stocks and funds, the all-investments edition includes bonds, CDs, treasuries, annuities, and private investments such as a business or property. Optional retirement planning helps you explore future withdrawals without requiring every tool to appear in your workspace.

Put your investment budget to work. Set a percentage of salary or an annual dollar budget for each contributor, then allocate that budget among investments and eligible accounts. See annual contribution amounts and the percentage still unallocated. Include salary growth and a last working year, or add independent outside funding with its own growth assumption.

Explore future decisions. Schedule purchases, sales, and fees by year. Review projected funding, withdrawals, cash purchases, and ending values for individual investments. Year-by-year charts and tables help you understand the effect of your assumptions.

Plan income and withdrawals. Model fixed-income interest and principal returned at maturity, annuity payments, and income from private investments. Review projected cash flows from these sources and planned sales. Set retirement withdrawals in dollars with annual growth or as a percentage, using available cash first and then proportional or customized investment sales. Non-liquid private investments are excluded from automatic retirement sales.

Keep a record of your updates. Update investment values and account balances manually, enter exact amounts directly, and view historical graphs based on the observations you record. History reflects your own updates; it does not automatically reconstruct past market prices.

Explore separate scenarios with named plans. Your saved records stay in local browser storage, and portable backups let you transfer a plan between machines. Clear-data controls include warnings, and built-in instructions explain the tools and calculations.

The store edition uses manual value updates and does not include a Twelve Data connection. Fresh installations start with an empty personal plan and default planning assumptions. Any financial figures shown in promotional screenshots are fictional demonstration data.

Investment Planner is a planning tool. Projections are estimates based on the assumptions you enter; actual results may differ. The application does not place broker transactions or provide comprehensive tax calculations.

Developed by SchnackerSoftwareSolutions, LLC.
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What’s new

New interface with many more features!