Dream Builder
Start with your why, then turn it into a clear capital path.
Every strong strategy starts with a real goal. This page helps you turn a vague wish into a clear emotional picture and connect it to concrete numbers. When you lock in your top life goals visually, you make better day-to-day decisions, stay focused during difficult market phases, and keep your why in sight.
How it works: Drag and drop an image into a slot or click 'Upload image'. Then adjust the crop with zoom and positioning.
Goal Images
Target Definition
Monthly
Define the monthly spending threshold your portfolio should cover without reducing your capital base.
Portfolio Value
Define the target value you want to reach within the selected period.
Mode
Monthly Target Budget ($)
Your Financial Plan
This plan helps you define a realistic annual target return that you use in the screener as a guiding benchmark.
Important: setting a target does not automatically guarantee the outcome. As a rule, the higher the target return, the higher the risk tends to be.
Option Buying Power ($)
Capital reserve (%)
Capital Model
Investable Capital: $75,000
Target Capital Return (% / year)
24.0%(26.8% eff.)
Per month
2.0%
Per week
0.5%
Period quick select (years)
Period (months)
Monthly contribution ($)
Capital tax
Target reachable Your monthly target budget is reached within the selected period.
The five metrics below show the development over the selected period of 60 months at 26.8% effective annual return (compounded).
Portfolio
$ 271 055
Monthly Net Yield
$ 3 795
Deposits
$ 135 000
Net Interest
$ 136 055
Taxes
$ 58 309
Tax logic: tax is applied to positive gains at each year end and once more at simulation end.
Your wealth growth path to the target line
Invested
$ 300 000
$ 200 000
$ 100 000
$ 0
$ 178 571
Target budget OKJul 2029
$ 250 000
Yield/month
$ 4 000
$ 2 000
$ 0
$ 2 500
6m1y18m2y30m3y42m4y54m5y
Target budget reachedDate: Jul 2029Duration: 37 monthsOption Buying Power: $ 238 095Invested: $ 178 571
| Milestone | Date | Duration | Option Buying Power ($) | Invested ($) |
|---|---|---|---|---|
| $ 250 000 | Sep 2029 | 39 months | 254 434 | 190 826 |