A beginner-friendly tool to evaluate and improve your retirement accounts and portfolio.
The Retirement Portfolio Evaluator helps you understand whether your current retirement accounts (401(k), IRA, Roth IRA, taxable accounts, etc.) are well allocated for your goals and time horizon. It provides simple, actionable guidance, clear projections, and plain-English explanations so beginners can make better decisions.
- Evaluate multiple retirement accounts and balances
- Suggest age-appropriate asset allocations (stocks vs bonds)
- Show projected balances to retirement under simple assumptions
- Provide a risk score and plain-language recommendations
- Beginner-friendly explanations and next steps
This project is for people who:
- Are new to investing or retirement planning
- Want a quick sanity-check of their account allocations
- Prefer clear, actionable advice rather than jargon
##To run your numbers, run the following line of code: streamlit run code.py