Research Documentation
Explore our methodology and technical documentation across the complete financial planning journey
Investment Journey
Goal Optimization
Step 2
Goal Investment
Step 3
Trading and Execution
Step 4
Goal Planning
Monte Carlo forecasting
ForecastEngine
Monte Carlo simulation system for projecting wealth accumulation and decumulation for financial goals over extended time horizons.
- •Probabilistic forecasts for retirement and single savings goals
- •Dynamic spending strategies with bounded withdrawal rules
- •Tax-aware calculations for Traditional and Roth accounts
- •Success probability and funding ratio metrics
Goal Optimization
Priority and allocation
Goal Investment
Liability-driven advice
Trading and Execution
Tax-aware trading