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Investment Strategy

Compare investment strategies side by side

Create up to 4 strategies and compare them with inflation adjustment, fees, taxes, Monte Carlo simulation with 1000 runs, what-if scenarios, and compound interest visualization. Find your optimal path to financial goals.

01

Strategy Setup & Quick Goals

Create up to 4 investment strategies with different parameters. Use quick goal presets for retirement, housing, education, or car — each pre-fills optimal time horizon and target amount.

Investment period 20 years
Expected inflation 3%

Conservative

Initial amount

500 000 Kč

Monthly deposit

5 000 Kč

Expected return

4,0%

Balanced

Initial amount

500 000 Kč

Monthly deposit

5 000 Kč

Expected return

7,5%

Aggressive

Initial amount

500 000 Kč

Monthly deposit

5 000 Kč

Expected return

9,5%

02

Side-by-Side Results

Each strategy displays final amount, inflation-adjusted real value, total invested, net profit, ROI percentage, estimated fees, and tax. Sort by highest value, best ROI, or fastest growth. The best strategy gets highlighted automatically.

Conservative

Final amount

1 894 523 Kč

Real value

1 048 712 Kč

Total invested

1 700 000 Kč

ROI

53,4%

Balanced

Final amount

4 885 190 Kč

Real value

2 704 833 Kč

Total invested

1 700 000 Kč

ROI

116,7%

BEST STRATEGY

Aggressive

Final amount

12 571 099 Kč

Real value

6 960 313 Kč

Total invested

1 700 000 Kč

ROI

150,5%

03

Growth Visualization Over Time

Interactive chart showing nominal and inflation-adjusted growth curves for each strategy. Solid lines represent nominal value, dashed lines show real purchasing power after inflation. See exactly when strategies diverge.

12M 9M 6M 3M 0 0 3y 6y 10y 14y 17y 20y
Conservative (Nominal)
Balanced (Nominal)
Aggressive (Nominal)
Real (inflation-adjusted)
04

Risk Analysis & Simulations

Scenario analysis with pessimistic, base, and optimistic outcomes. Monte Carlo probability analysis runs 1000 simulations to show confidence intervals. What-if scenarios reveal impact of return drops, inflation spikes, or paused contributions.

Scenario analysis

Pessimistic

5,2M

Base

12,6M

Optimistic

24,1M

Probability analysis

1000 simulations · 80% confidence

Worst7,6M
Median9,6M
Best12,1M

What-if scenarios

Return -2%

-1,4M / -20,6%

Inflation +2%

-2,2M / -31,9%

Skip 6 months

-2,6M / -37,5%

05

Comparison & Compound Interest Power

Compare your strategy against a savings account at 2%, government bonds at 4%, and cash under the mattress. The compound interest donut chart reveals how much of your final wealth comes from earned interest versus your own deposits.

Your strategy 6 960 313 Kč
Savings account 2%
3 346 320 KčDifference: -3,6M
Bonds 4%
4 043 020 KčDifference: -2,9M
Under mattress
2 778 298 KčDifference: -4,2M

Compound interest

60%
Your deposits
5 017 914 Kč
Earned interest
7 553 185 Kč
06

Cost of Waiting & Historical Returns

Every year you delay costs you millions in potential gains. See the concrete impact of waiting 1, 2, or 5 years. Historical perspective shows what your portfolio would be worth if you had started 5, 10, or 20 years ago based on S&P 500 average returns.

Cost of waiting

Wait 1 year
-6 504 231 Kč/ 51%
Wait 2 years
-7 108 442 Kč/ 56%
Wait 5 years
-8 735 619 Kč/ 69%

Historical perspective

Based on S&P 500 avg 10.5%

Started ago 5 years 869 420 Kč
Started ago 10 years 2 341 087 Kč
Started ago 20 years 8 512 340 Kč
07

Milestones & Final Comparison

Visual milestone timelines show when each strategy reaches 25%, 50%, 75%, and 100% of your goal. Complete comparison table with all metrics highlights the best strategy. Pro tip: In Czech Republic, investment gains are tax-free after 3 years of holding.

Milestones

Conservative
20 years
25%
50%
75%
100%

479 231 Kč

6r

958 461 Kč

11r

1 437 692 Kč

16r

1 916 923 Kč

20r

Balanced
20 years
25%
50%
75%
100%

1 225 811 Kč

4r

2 451 622 Kč

9r

3 677 433 Kč

14r

4 903 244 Kč

20r

Aggressive
20 years
25%
50%
75%
100%

3 142 775 Kč

3r

6 285 550 Kč

7r

9 428 325 Kč

11r

12 571 100 Kč

14r

Strategy comparison

Strategy Time Invested Profit Fees Real value
Conservative
20r 1,7M 194K 12K 1,0M
Balanced
20r 1,7M 3,2M 48K 2,7M
Aggressive
20r 1,7M 10,9M 126K 7,0M

💡 Pro tip

In CZ, investment gains are tax-free after 3 years of holding.

How it works

From strategy creation to informed decision in 3 steps

1

Create Your Strategies

Add up to 4 strategies with different parameters — initial amount, monthly deposit, expected return. Or use quick goal presets for retirement, housing, education, or car.

2

Compare Results

See side-by-side comparison with inflation adjustment, fees, risk analysis, Monte Carlo simulation with 1000 runs, and what-if scenarios.

3

Make an Informed Decision

Use personalized recommendations, historical data, compound interest visualization, and cost-of-waiting analysis to choose the best strategy for you.

Ready to find your optimal strategy?

Compare strategies with real data, simulations, and personalized recommendations.

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