Free Financial Tools
Portfolio and retirement planning calculators powered by J.P. Morgan 2026 capital market assumptions.
Capital Market Assumptions 2026
Compare expected returns from J.P. Morgan, BlackRock, AQR, GMO, and Research Affiliates across 27 asset classes. Interactive table and scatter plot.
Bitcoin Allocation Calculator
See how adding 1-20% Bitcoin affects your portfolio's risk-adjusted returns. Mean-variance optimization with J.P. Morgan 2026 assumptions.
Safe Withdrawal Rate Calculator
Find your safe withdrawal rate with a survival heatmap across 6 time horizons and 13 withdrawal rates. 1,000 Monte Carlo simulations.
Monte Carlo Retirement Calculator
Simulate 1,000 retirement paths with Cornish-Fisher fat-tail adjustment. Fan chart, percentile outcomes, and risk metrics.
Factor Exposure Analyzer
Fama-French 6-factor regression for any ETF, asset class, or multi-asset portfolio. See market beta, size, value, momentum, and profitability factor loadings with alpha, R², and significance tests.
Global CAPE Valuations
Cyclically adjusted P/E ratios for 50 equity markets on an interactive world map. See which countries are cheap, fair, or expensive relative to their own history.