How Long Until You're Financially Free?

Find out in 2 minutes. Define your FI dream, learn strategies, compare benchmarks, and build your investment plan. No signup required to start.

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1 Dream

2 Learn

3 Compare

4 Plan

5 Start

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DCAlytics Overview - Track your 401k retirement portfolios

Example: 10-year 401(k) retirement tracking with Traditional 401(k), Roth IRA, HSA, and more

See How It Works

Follow Alex's journey from dream to financial freedom

Choose a story:

Meet Alex

35 years old, Software Engineer

Alex wants to retire comfortably at 55 with $1,000,000. Here's how they're making it happen.

The Dream

Alex calculates: to retire at 55 with $1M, they need to invest consistently for the next 20 years. With an 8% average return, the math shows a clear path forward.

$1,000,000 Target

The Plan

Using DCA (Dollar Cost Averaging), Alex decides to invest $1,500 every month. This strategy reduces risk from market timing and builds wealth steadily.

$1,500/mo Monthly DCA

The Action

Alex sets up automatic monthly transfers to their investment portfolio. No more forgetting or second-guessing - the system handles it all.

Automated Monthly Deposits

The Track

With DCAlytics, Alex monitors progress against milestones. Year 5: $100K reached. Year 10: $250K. Every deposit brings them closer to freedom.

On Track Progress

Ready to plan your own journey?

Start Your Plan

Smart Investment Management

Everything you need to manage your investments

Track your investment goals, manage diverse portfolios, and make data-driven decisions with our comprehensive tools. From initial planning to execution and monitoring, we provide everything you need.

Goal-Based Planning: Create personalized investment goals with clear targets and timelines. Set up retirement funds, save for a house, or plan for your children's education with structured objectives.
Portfolio Management: Organize your investments into logical portfolios. Track performance, allocation, and diversification across multiple investment vehicles with intuitive management tools.
Financial Operations: Track deposits, allocations, profit-taking, realized profits, and divestments. Our system automatically manages cash flows between goals and portfolios with full audit trail.
Performance Tracking: Monitor your investments with detailed performance metrics. Track growth, compare against benchmarks, and receive insights to help optimize your investment strategy over time.

Frequently asked questions

How do I get started?: Create your first investment goal, add portfolios for your different investments (401(k), brokerage, crypto), and start tracking deposits and valuations. It takes just a few minutes to set up.
Can I track investments in multiple currencies?: Yes! Each goal has its own currency, and portfolios within can have different currencies. Perfect for tracking USD stocks alongside VND savings or crypto in multiple exchanges.
How are my returns calculated?: We calculate your P&L, performance percentage, and CAGR (annualized returns) automatically based on your deposits, withdrawals, and portfolio valuations. Learn more about metrics.
What strategies does it support?: DCAlytics is strategy-agnostic. Whether you prefer dollar-cost averaging, lump-sum investing, or a core-satellite approach, the tool adapts to your method. Explore strategies.

Take control of your financial future today.

Start setting investment goals, tracking your portfolios, and making data-driven decisions to maximize your returns and achieve your financial objectives.

Create Your First Goal View Dashboard