Investor’s workshop

Assumptions turned into numbers.

Two tools for structuring decisions: a position size calculator and a monthly portfolio growth model with inflation and two Polish retirement accounts, IKE (individual retirement account) and PPK (employee capital plans). Everything is calculated in your browser, with no account and no data sent anywhere.

01Risk calculator 02Portfolio simulator

At a glance

Risk calculatorlong / short, reward to risk, fees

Portfolio simulatorIKE, PPK, inflation, scenarios

Datastays in your browser

Purposeeducational

01 / Money management

Position risk calculator.

Enter your capital, the risk you accept and the distance to your stop loss. The result shows the position size that fits your rules and the reward-to-risk ratio (RR). The direction of the trade follows from where the stop sits.

Result

Results are simplified and educational. For leveraged instruments, futures or crypto, account for the instrument’s specifics, currency, slippage and liquidity.

02 / Long-term portfolio

Portfolio simulator with IKE, PPK and inflation.

List your assets, their weights and your own expected returns. The simulation adds returns and contributions every month. An optional yearly scenario can override asset returns in selected years. IKE and PPK are Polish retirement accounts; leave them at zero if they do not apply to you.

Portfolio assumptions

Starting capital Number of years

Monthly contribution outside IKE and PPK Monthly IKE contribution Include PPKEmployee and employer contributions and the annual top-up.

Gross salary for PPK Employee PPK contribution Employer PPK contribution Annual PPK state top-up

Annual inflation Optional scenario for the coming years (return in %) Separate years with a semicolon or a new line. A comma can be used as the decimal separator, e.g. 6,5. Leave empty to use the returns assigned to each asset.

Assets and weights

Total: 100%

If the weights do not add up to 100%, the calculator scales them proportionally.

An empty scenario uses the returns assigned to each asset.

Projection

Real value and real contributions are expressed in today’s money. Real gain is the difference between those two values. Monthly contributions are booked at the end of each month, and the annual PPK top-up at the end of each year. This is an educational simulation, not a forecast or a recommendation. Taxes, IKE limits, fees, regulatory changes and actual instrument returns can change the result significantly.

Result by account

Result by asset

Waitlist

Want to run these numbers on your own data with me?

In the live sessions we work through examples using these tools. Announcements go to the waitlist and Discord first.

Join the waitlist Join the Discord

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The date and price of the first course edition before they go public.
Live session announcements, with questions collected in advance.
The first checklists and working spreadsheets.
Consultation slots before they are announced publicly.