Bob commented on Asset specification + allocation

Jason commented on Monte Carlo, allow import of custom data via csv

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David M commented on Historical Simulation With Modifier

Leon Roijakkers commented on Add new Net Worth Calculation that Excludes Primary Residence Equity

Dan Waddelow commented on Allow for in year tax payments

Douglas commented on Specific, personalized steps to take at retirement

Bruce commented on Allow for in year tax payments

kt suggested a task

Rhys Roberts commented on Be able to categorize an expense as a Tax

Robert Sneed commented on Multi-currency Planning

Callie commented on Add Solo 401k Employer Contributions

Dawid commented on Shared Logins

Brian commented on Option to Exclude Accounts from Asset Allocation

Howard C. commented on MCP Server for LLM Integration

Howard C. commented on Family account

Howard C. commented on Option to link accounts for real-time balance updates

Rand Wetherwax commented on Add France in the "International Tax Presets"

B F commented on Summary for each plan on hover

Jeffrey Baker commented on Option to link accounts for real-time balance updates

B F commented on Option to link accounts for real-time balance updates

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Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

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Shawn @PL commented on Add a ‘Retire in 1966’ Stress Test: FICalc-Style Historical SORR Inside ProjectionLab

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Shawn @PL commented on Support Smith Manœuvre

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Shawn @PL commented on Provide a method to assess a plans viability

Shawn @PL commented on Allow control of drawdown order by account, not just by account type

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Shawn @PL commented on Allow control of drawdown order by account, not just by account type

Shawn @PL commented on Scaled Historic Monte Carlo

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Shawn @PL commented on Allow the Conversion Optimizing tool to specify from where taxes will be paid.

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Shawn @PL commented on Option to model with/without partner at plan level (vs. current account level).

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Shawn @PL commented on Bucket Strategy with if then driver

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Shawn @PL commented on Allow modeling of periodic contribution increases in account flows

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Shawn @PL commented on AI assistant

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Lone Wanderer commented on Allow changes to the default plan to flow into clones

Lone Wanderer commented on HSA pre-existing expenses (before simulation start)

Thomas Chapman commented on Define CoastFI date based on future value projection of portfolio

Thomas Chapman suggested a task

Norm! commented on Order Of Withdrawals Suggestion

Norm! commented on Support "Bucket Withdrawals" in Retirement with fill-ups from progressively more high risk accounts

Gabe O'Leary commented on Do not simplify numbers until user unfocuses the text entry box

Akshay Mittal suggested a task

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Kevin Osborn commented on Creating a Better Report for the Client

Kevin Osborn commented on Bucket Portfolio Strategies

Kevin Osborn commented on Order Of Withdrawals Suggestion

Kevin Osborn commented on Chance of Success - track individual account balances for each trial

Kevin Osborn commented on Allow changes to the default plan to flow into clones

Kevin Osborn commented on Support "Bucket Withdrawals" in Retirement with fill-ups from progressively more high risk accounts

Kevin Osborn commented on Compare Monte Carlo results across plans

Kevin Osborn commented on Ability to alter drawdown order at specific milestones

Annie Caron commented on Better way to model things like HELOC

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kevin earls commented on MCP Server for LLM Integration

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Benjamin Harkins commented on 401K Split between Tax Deferred and Roth

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Jeremiah Leary commented on Add: Scenario concept (wizard, organizer, visual layer, etc)

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BRIAN MOORE commented on Branching "plan" model with variables shared with parent plan