Reference
Tools
The datasets elsewhere on this site are precomputed for the funds and pairs already published. These run the same math live, for whatever mix you actually hold.
1063 funds supported Portfolio X-ray
Enter the funds you hold and their weights. From their filings: the largest positions seen through
every fund, how much of your money is the same stock counted twice, the country split, swap and
futures notional, and how many equal holdings the whole mix behaves like — up to 12 funds.
Every fund, every filing Filing change feeds
Follow a fund's SEC filings in any RSS reader: each new N-PORT compared with the one before —
positions added and dropped, the largest weight changes, turnover. One feed per fund, one for all.
564 funds supported Withdrawal simulator (Monte Carlo, real returns)
How often a fixed withdrawal rate would have run your exact fund mix to
zero, resampled from real historical monthly returns.
Free, no signup
All three run entirely from data already on this site — SEC Form N-PORT filings for the calculator, historical price data for the simulator (see each tool's own "Sources and limits" for exactly which). Free to use, no account, no email.