Monthly deposits into a custom portfolio
Define a monthly contribution amount and a target allocation by symbol. The tool simulates recurring deposits through history, plots the equity curve, and reports ending value, profit, drawdown, and return metrics.
$
Portfolio weights
Split each monthly deposit across your target allocation.
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%
Weights must total 100%.
Total: 100.00%
Uses weekly adjusted closes. Deposits are invested on the first available market data point in each month.
Ending value
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Total invested
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Profit / loss
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Annualized IRR
Not enough data
Max drawdown
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Deposits made
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Loading historical data
Portfolio valueInvested capital
Educational use only. Historical results are based on Yahoo Finance weekly adjusted closes and do not include taxes, slippage, or trading fees.
Based on weekly adjusted closes. For educational purposes only — read the disclaimer.