Methodology

FolioForecast exposes the major assumptions, models, and limitations behind its planning tools so users can understand what the software is calculating and where judgment is still required.

Portfolio Optimization

Optimization methods, risk metrics, diversification scoring, constraints, and model limits.

Retirement Projection

Monte Carlo assumptions, inflation, withdrawals, tax handling, and projection limits.

Investment Disclaimer

Educational-use boundaries, past performance limitations, and model risk disclosures.

API Documentation

OpenAPI, MCP, and endpoint documentation for developers and AI agents.