Cash Flow Planner
Portfolio Income Estimator
Measure the 'Shield' your investments provide. Track how much cash flow your portfolio generates and model your journey to 100% lifestyle coverage.
Portfolio Architecture
Current asset state
$
%
Lifestyle Benchmarking
$
The Yield Shield Verdict
36.5%
Your current portfolio covers 36.5% of your desired monthly lifestyle.
Estimated Annual Cash Flow
$17,500
Total passive generation across 12 months.
Est. Average Monthly
$1,458
Your regular monthly lifestyle contribution.
Income Waterfall Simulation
Projected payout variance across fiscal year
Income Sensitivity
2% Yield$833 /mo
4% Yield$1,667 /mo
6% Yield$2,500 /mo
8% Yield$3,333 /mo
Grow Your Income
To reach your $4,000 goal at a 3.5% yield, you need a total portfolio principal of $1,371,429.
Calculate Your TargetContinue Your Journey
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