Available now
Free
Explore the planning experience
$0
No funding required
- Portfolio planning and optimization
- Retirement planning tools
- Budget and goal planning
- Educational insights and methodology
Planning tools for every stage.
Start free. Grow with confidence.
Explore FolioForecast today, then choose the access profile that fits. A shared calculation balance for the website, API, and MCP is planned—but funding is not available yet.
FreeAvailable today
$10 · $20 · $50Planned funding choices
AdvisorContact for availability
Access that meets you where you are
Choose your FolioForecast profile
Free is ready now. Individual funding is a preview. Advisor access is available by conversation.
Planned access
Coming soon
Individual
For investors who want connected tools
The full payment is planned to become calculation balance
- Same profile access at every funding amount
- Shared balance across website, API, and MCP
- Portfolio, retirement, and planning workflows
- Access begins after first successful funding
Contact us
Advisor
For professionals and client work
Let’s talk
Availability and commercial terms by contact
- Client-ready planning workflows
- Proposal and reporting tools
- Advisor workspace and client management
- Firm branding capabilities
A note for existing subscribers: your subscription is unchanged, and you can continue to manage billing from your account. The planned model’s calculation rates, balance expiration, and refund terms have not been announced.
Built on real math
Transparent by default
Understand the purpose of each tool and the assumptions behind the result.
Multiple optimization approaches
Compare established portfolio methods instead of relying on one opaque answer.
Scenario-based planning
Explore ranges of outcomes and see how changing assumptions affects a plan.
Connected planning workflows
Bring portfolio, retirement, budget, and goal decisions into one experience.
Explainable methodology
Review educational context and methodology alongside calculator output.
At a glance
Compare access profiles
Current and planned access are labeled clearly so you know what is available today.
| Capability | Free Available | Individual Planned | Advisor Contact |
|---|---|---|---|
| Portfolio planning tools | ✓ | ✓ | ✓ |
| Retirement planning tools | ✓ | ✓ | ✓ |
| Budget and goal planning | ✓ | ✓ | ✓ |
| Shared calculation balance | — | Planned | Ask us |
| Website, API, and MCP access | — | Planned | Ask us |
| Client-ready workflows | — | — | ✓ |
| Firm branding capabilities | — | — | ✓ |
Your planning toolkit
More than a portfolio calculator
Move from a question to a clearer plan with purpose-built tools in one place.
Portfolio analysis
Explore allocations, risk, diversification, and optimization approaches.
Retirement planning
Test retirement timing, spending, and market scenarios.
Budgets and goals
Connect today’s cash-flow choices to longer-term priorities.
Questions, answered
Pricing FAQ
Can I fund a calculation balance now?
No. Balance funding is Coming soon. The disabled Individual control cannot start checkout or change your account.
Do $10, $20, and $50 unlock different access?
No. Under the planned model, the first successful funding at any of those amounts unlocks the same Individual profile access, and the full payment becomes calculation balance.
Is this a recurring Individual subscription?
No new recurring Individual subscription is offered here. Existing subscriptions are unchanged and remain manageable from the account area.
What does calculation balance pay for?
The planned shared balance is intended for calculation usage across the website, API, and MCP. Rates and other balance terms have not been announced.
Does FolioForecast give financial advice?
No. FolioForecast provides calculators and educational information. You remain responsible for decisions and may wish to consult a qualified professional.