calculators

FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

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    FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

    Server tool list (6)

    Raw names from tools/list. Only developers need these.

    calculate_fire_targetEstimate the savings target needed for Financial Independence / Early Retirement. Runs Monte Carlo simulation and returns the probability the portfolio survives the planning horizon.
    calculate_coast_fireCompute the Coast FIRE milestone — the capital required today such that, with no further contributions, a portfolio compounds to the user's retirement target by their target age.
    compute_swiss_property_taxEstimate the Swiss cantonal real-estate capital gains tax (Grundstückgewinnsteuer) for a property sale. Covers all 26 cantons with holding-period adjustments and Ersatzbeschaffung (replacement-residence) deferral. Educational estimate; commune surcharges and value-enhancing-improvement deductions are not modeled.
    project_wealth_planRun RetireCrunch's full year-by-year Wealth Plan projection for a household. Models earned income, pensions, expenses, portfolio growth, optional growth→income phase switch, mortgage amortization, optional property sale, and region-aware tax (US uses 2026 federal+state brackets; other regions use a flat rate). Returns a compact summary with 5-year milestones by default, or the full annual array when yearly_detail=true.
    get_portfolio_returnsReturn RetireCrunch's historical portfolio return profiles for a currency. Each profile is a (return %, volatility %) pair derived from real index data — useful for grounding the assumptions in calculate_fire_target / project_wealth_plan in something defensible rather than guessing.
    rebalance_portfolioRebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. Planning math only — no transaction costs or taxes.
    calculators: connect to Claude, ChatGPT, Cursor · Connectors.fun