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See it before you buy itTry the interactive demo
This is the real planner — same tabs, same charts, same analysis tools — pre-loaded with a sample plan so you can click around and get a feel for it. No signup, no download, nothing to install.
Opens in a new tab · runs entirely in your browser · nothing you enter is uploaded
🖥️ The planner and this demo are desktop applications — they work best on larger screens (1920×1080 or higher).
What you’ll be looking at
The demo is loaded with a simple, relatable sample plan: a single filer retiring at 62 with $530,000 saved across a 401k, cash and a brokerage account, claiming $2,200/mo Social Security at 62, plus a $10,000 inheritance arriving in Phase 2. Every number, chart and health check you’ll see is the planner’s genuine output for that plan.
✅ What works — the real thing
- All 13 tabs — phase cards, balance & income charts, tax detail
- Confidence score with live Monte Carlo & historical backtest
- Stress test grid, Scenarios, SS Optimizer, Drawdown strategies
- What-if explorer — the Social Security claiming slider is fully live
- A scripted AI chat conversation — including one proposal you can actually apply and undo to watch the whole dashboard recalculate
- The 6-step setup wizard — open it from Help and step through the whole onboarding flow (read-only)
- Plan status & sign-off — click the Draft chip, mark the plan under review or sign it off and watch it capture a snapshot (resets on reload)
- Residence switching — flip the same plan between US, UK, Canadian, Australian and expat residence and watch the tax & healthcare treatment change
- Currency display switching, themes, dark mode, text sizing, the full built-in Help
🔒 What’s disabled — it’s a sandbox
- Editing any number — the sample plan is fixed, so the demo stays consistent
- Saving, loading, importing or exporting plans
- The live AI advisor (the demo chat is scripted; the full version connects to a real AI model)
- Replan-from-today and example-plan loading
Anything disabled shows a small note when you click it — you’ll always know what’s demo and what’s product.
An honest note
The demo is a restricted sandbox, not a functional planner — you can’t plan your own retirement in it. It exists so you can judge the interface, depth and clarity for yourself before spending a penny. The full version is this exact app with everything switched on, working with your numbers.