Monte Carlo Simulator

Asset Management Simulatorfor Long-Term Asset Planning

Features of this tool

Makes it easier to determine investment strategies
Enables you to see the projected fluctuations according to your expected return and risk level, giving you peace of mind.
Not only the “average” scenario, but you can also estimate the final amount in favourable outcomes and downturn outcomes.
Supports one-time lump-sum investment simulations as well.
Gives you a clear image of how much you need to invest each month to prepare for retirement.
You can simulate up to 80 years of investment, allowing you to grasp the fluctuations over the period.

Demonstration Video

How to use

・　Enter parameters such as “investment period,” “expected return,” and “standard deviation (risk)”.
A guide to the reference returns and standard deviations for each asset class is included.

・　Click the “Run Simulation” button.

・　This automatically generates a graph showing the investment’s progress and final projected value.

You may also remove percentile lines that are not in focus, allowing you to more clearly observe the movement of the selected percentile.

You can clearly see how the selected percentile line changes over time.

A PDF file with reference values by asset class which you can input, plus a calculation tool (compatible with Excel 2010 or later), are included.

Once you understand average return and standard deviation, you can also use this simulator for any type of investment asset.

Notes / Disclaimers

This tool calculates simulated values based on past performance periods of risk and return, and does not guarantee that actual investment results will match the simulation. In the event of unexpected price drops, economic shocks, crises, earthquakes, tsunamis, turmoil or war, real investment outcomes may deviate significantly from the simulated figures. We accept no liability whatsoever for any losses incurred by you through using this tool. Please invest based on your own responsibility and judgement.

You may use up to 4 electronic devices (PC, tablet, smartphone). We identify and manage usage based on cookie information and browser fingerprint.

Purchase Information

Steps to start using

STEP1
Review and agree to the Terms of Service and Disclaimers.
Please review the Terms of Service and Disclaimer carefully, and proceed to the next step only if you agree.
STEP2
Payment.

We do not collect or store your personal information.
STEP3
Confirmation of your unique simulator page URL.
After payment, you will download three items: your unique simulator page URL (in a PDF file), the user guide, and the average-return / standard-deviation calculation tool. Please keep these safe as you will need them for future use.
STEP4
Click the URL.
The device linked to the simulator URL will be automatically registered—please carefully consider which device to use before proceeding.

Price: $599 USD (one-time)

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