📊 Investment Comparison Engine

Make smarter investment decisions with institutional-grade analytics

WealthPath lets you compare up to 3 investments side-by-side across 35+ financial metrics. Model real-world scenarios including SIP/SWP flows, tax impact, inflation erosion, currency risk, and expense ratios — then stress-test your assumptions with Monte Carlo simulation and sensitivity analysis.

⚖️

Side-by-Side Comparison Compare CAGR, Sharpe, drawdown & more across investments

📈

Risk & Return Analytics Volatility, risk-adjusted returns, tax drag & inflation impact

🎲

Monte Carlo Simulation 10,000-path probabilistic projections with stress testing

📄

PDF Reports Export institutional-quality reports with charts & insights

SENSITIVITY MAGNITUDE

Select how much each variable shifts in sensitivity analysis

Running Analysis...

⚖️ Investment Inputs Comparison

📋 Detailed KPIs – Comparative

📈 Visualizations

🧠 Comparative Insights & Recommendation

⚠️ This calculator is for informational and educational purposes only. It does not constitute investment advice, tax advice, or financial recommendation. WealthPath does not guarantee future results. Past performance is not indicative of future returns.

🎯 Goal Seek – Reverse Financial Planner

Define your destination. We'll chart the path.

Fix your financial goal, and WealthPath will calculate exactly what you need — monthly SIP, required returns, time horizon, or lump sum investment. Every parameter is interconnected; change one and watch everything recalculate instantly.

🎯 Your Financial Goal

Target Terminal Value (After Tax) Your post-tax wealth target

Time Period (Years) Investment horizon

Initial Lump Sum (Optional) Optional starting amount

Goal Safety Buffer (%) Adds contingency above your target corpus

🔄 What to Solve For

🌍 Country & Macro Assumptions

Country Preset Auto-fills market defaults below. All values are editable.

⚙️ Adjustable Parameters

Change any parameter to see cascading impact on your plan.

Expected Return 12%

Inflation Rate 6%

Tax Rate 15%

Volatility 15%

Beta 1.0

Expense Ratio 0.5%

Risk-Free Rate 5%

Market Return 10%

Dividend Yield 0%

Currency Change 0%

LTCG Exemption

Max Return Cap (%)

Max Time Horizon (Years)

Max Expense Cap (%)

Sensitivity Shock Type

Project Feasibility & Capital Allocation Engine

This module helps evaluate and prioritize capital projects using integrated financial modeling, risk diagnostics, and decision support outputs.

📈Financial viability: evaluates NPV, IRR, MIRR, payback, and value creation under consistent assumptions.
🎯Capital allocation clarity: ranks multiple projects so capital can be assigned to the strongest opportunity set.
⚠️Risk visibility: combines financial and non-financial risk scoring with probability-aware stress testing.
📊Cash-flow depth: provides year-wise operating and discounted cash flow views to validate recovery and sustainability.
🧠Decision support: delivers comparative insights, recommendation logic, and scenario sensitivity for board-level review.

ANALYSIS OPTIONS Run Monte Carlo Simulation (1,000 paths)

Amount Scale

📊 Investment Comparison Engine

⚖️ Investment Inputs Comparison

📋 Detailed KPIs – Comparative

📈 Visualizations

🔬 Sensitivity Analysis

🎲 Monte Carlo Simulation

🧠 Comparative Insights & Recommendation

🎯 Goal Seek – Reverse Financial Planner

🎯 Your Financial Goal

🔄 What to Solve For

🌍 Country & Macro Assumptions

⚙️ Adjustable Parameters

📋 Detailed Breakdown

📈 Visualizations

🔬 Parameter Sensitivity

Project Feasibility & Capital Allocation Engine