{% extends "planner/base.html" %} {% load planner_extras static %} {% block title %}{{ plan.name }}{% endblock %} {% block content %}

{{ plan.name }}

Age {{ plan.current_age }} · retire at {{ report.retirement_age }} · plan to {{ plan.life_expectancy }} · {{ plan.get_strategy_display }} · {{ report.paths }} paths

Edit Compare scenarios Printable report Export CSV
{% csrf_token %}
Base plan {% for s in scenarios %}{{ s.name }}{% endfor %} + scenario

Success probability

{{ gauge|safe }}

Target {{ report.target_success|pct }}. Success means no shortfall before age {{ plan.life_expectancy }}.

Key numbers

Median portfolio at retirement
{{ report.median_retirement_balance|money:currency }}
Median portfolio at age {{ plan.life_expectancy }}
{{ report.median_terminal_balance|money:currency }}
Average shortfall years
{{ report.mean_shortfall_years|floatformat:2 }}
Safe initial withdrawal ({{ report.target_success|pct }} success)
{{ report.safe_withdrawal.initial_withdrawal|money:currency }}/yr ({{ report.safe_withdrawal.rate|pct:2 }} of median retirement portfolio)
Earliest retirement age for {{ report.target_success|pct }}
{% if report.earliest_retirement_age is None %}not reachable{% else %}{{ report.earliest_retirement_age }}{% endif %}

What if?

Sliders re-run the full simulation on the server.

Portfolio value by age (real terms)

{{ fan|safe }}

5th-95th percentile 25th-75th median

Success by retirement age and spending

{% for m in multipliers %}{% endfor %} {% for row in report.sensitivity.rows %} {% for v in row.success %}{% endfor %} {% endfor %}
Retire at{{ m|floatformat:1 }}x spend
{{ row.age }}{{ v|pct }}

Sequence-of-returns risk

{% if report.sequence_risk %}

Success grouped by the annualised portfolio return of the first retirement decade.

{% for q in report.sequence_risk %} {% endfor %}
QuintileFirst-decade returnSuccess
{{ q.quintile }}{% if q.quintile == 1 %} (worst){% elif q.quintile == 5 %} (best){% endif %} {{ q.return_low|pct:1 }} to {{ q.return_high|pct:1 }}{{ q.success|pct:1 }}
{% else %}

Not available for this plan.

{% endif %}
{% if spend_row %}

Retirement spending distribution

Portfolio withdrawals plus other income, real terms, before goals.

5th pctMedian95th pct
At age {{ spend_row.ages.0 }}{{ spend_row.first.p5|money:currency }}{{ spend_row.first.p50|money:currency }}{{ spend_row.first.p95|money:currency }}
At age {{ spend_row.ages.1 }}{{ spend_row.last.p5|money:currency }}{{ spend_row.last.p50|money:currency }}{{ spend_row.last.p95|money:currency }}
{% endif %} {% endblock %} {% block scripts %}{% endblock %}