Free Evaluation Download

A free download of Retirement Quant Personal Edition is now available.  The free version gives you the basics for retirement planning plus a look at the extras the full version provides.  The download is a Setup-EvalCopy.exe file.  Select the option to run the file Download evaluation copy of Retirement Quant Personal Edition

With the free version you can:

  • See an analysis of your current situation with cash flow and net worth statements

  • Compare the effects of different asset allocations

    • Use 13 pre-defined asset classes, including TIPS, emerging markets, and gold

    • View the correlations between asset classes

    • See the effects of having different retirement income levels

    • Get the impact of retiring at different ages

    • See how much you may leave your heirs

    What you are missing by not getting the standard version:

    • Use custom decision rules and strategies to guide your retirement

    • See how  pre-defined strategies from the pros would work in your situation

    • Compare your retirement strategy with those of the pros

    • See how sensitive your future is to different portfolio returns

    • Analyze the conditions that might lead your portfolio to failure

    • Use your own assets and investments and retrieve historical data

    • Save data to Excel files

    • Print reports

    • Save your profile

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