Your Swiss financial cockpit

Enter your portfolio and simulate how your wealth could develop over the coming years.

Your positions

NameAsset typeAmount investedCurrencyReturn per year %

When you pick an asset type or a well-known stock (e.g. Nestlé, Apple, Nvidia), the calculator suggests an average historical return – you can adjust it anytime. You can also enter your own title freely.

Note: some returns are deliberately dampened for a more realistic projection.

Your values stay in your browser. Nothing is sent to a server.

Portfolio value

CHF 0

Sum of your positions

Return per year

CHF 0

Average return

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Positions

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How will your wealth develop?

Your financial cockpit

WealthCHF 0
InvestedCHF 0

0 %

Expected to reach it in: –


When do you want to reach your goal?

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Change scenario

What if …?

Right now

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How could your portfolio grow?

CHF
CHF
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%

Final wealth

CHF 0

Inflation-adjusted wealth

CHF 0

Contributions

Growth

CHF 0

Wealth vs. contributions over time

Wealth Contributions

Starting capital and return are initially taken from your positions above; you can adjust both freely. Simplified assumption: the return applies to price and income together, fees reduce it directly, the contribution is added at the end of each month, and inflation is assumed constant over the whole period. No taxes, no guarantee. Past performance says nothing about the future.

Open a custody account?

These providers are often mentioned when it comes to low costs and a simple tax statement. These assessments are not a recommendation. You'll find the full comparison under brokers for stocks, dividends and ETFs and crypto platforms.

Stocks and ETFs

Saxo Bank

No custody fee, free tax statement and an ETF savings plan with no purchase fee.

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Interactive Brokers

Many markets and low fees on US exchanges. The tax statement costs extra.

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Crypto

Bitpanda

Large selection of cryptocurrencies and a savings plan.

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Kraken

Very large selection, deposits in Swiss francs possible.

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