Suggestions

:speech_balloon:

Ability to enter cost basis as dollars (instead of percentages)

To better model taxes (capital gains vs income), eligibility for early withdrawal for Roth accounts, etc. accounts should have an understanding the cost basis and time of contribution.

I believe that the Roth ladder suggestion covers some of this, however, a more generic implementation would support taxable accounts with drips or regular contributions, dynamically changing whats currently modeled as a percentage of account value as progress updates are made, etc.

3 votes

Tagged as Suggestion

Suggested 20 January by user omega7419