My Plan

The numbers behind your weekly check-in. Set these once, revisit after each Boldin export.

Plan data

Cashflows come from your Boldin CSV export — spending, Social Security, and other income for every year.
Checking…
↻ Re-import Boldin CSV ▶ Run Monte Carlo

Check-in settings

The guardrail rules that turn your portfolio number into spending guidance.
Retirement spending starts the following year.
How far your withdrawal rate can drift before a spending change is suggested.
How much to raise or cut spending when a guardrail is hit.
Leave blank to use the Boldin net draw. Set a dollar amount to plan around a different budget.
The portfolio value your initial withdrawal rate is measured against. Normally auto-detected.
✓ Saved

Backup

Everything lives in this browser. Export a backup file once in a while.