How It Works

These guides explain the inner workings of this calculator. If you have a question about the specific details of FI Calc's algorithms, then these guides should provide those answers.

The pages in this section can at times be more technical.

Pages in this Guide

  • One Simulation Year: This guide explains the order of how things are computed in a given simulation year, such as when withdrawals are made and when fees are applied.

  • Historical Data Source: Learn about the source of data used for FI Calc's historical data simulations.

  • Computed Historical Data: FI Calc must compute values from the historical data set before they can be used to run simulations. Learn what calculations are made here.