Owlvest: ETF Calculator

PLAN YOUR SAVINGS

• Interactive growth chart – drag across it to see any year
• Final value, money invested and returns at a glance
• Yearly increase, fund costs (TER), inflation and today's purchasing power
• Special payments and savings pauses, e.g. a bonus or parental leave
• Milestones: when do you reach $100,000 or your first million?
• Year-by-year table

REACH YOUR GOAL

• Find out how much you need to save each month to reach a target amount
• Compare strategies as saved scenarios side by side

PLAN YOUR PAYOUT

• See how long your money lasts in retirement – with rising withdrawals
• Perpetual withdrawal: how much you can take out without touching your capital

TRACK YOUR REAL PORTFOLIO

MADE FOR iOS

• Import positions straight from your broker: share the CSV export with the app
• Real cost basis, gain so far, dividends and allocation by position or asset class
• Compare your portfolio with your savings plan – ahead or behind?
• Monthly reminder and celebrations when you pass a milestone
• Native design with Liquid Glass, dark mode and Dynamic Type
• Home and Lock Screen widgets
• Siri & Shortcuts: "How much will I have with Owlvest?"
• iCloud sync across iPhone and iPad
• Share your plan as a beautiful image

OWLVEST PREMIUM

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Owlvest is a simplified model based on constant returns and is not investment or tax advice. Past performance is no guarantee of future results.

• Taxes for the US (taxable, Roth, Traditional), Germany (incl. Vorabpauschale) and other countries
• Payout plan and forecast for your real portfolio
• Market fluctuations: pessimistic, typical and optimistic outcomes from 500 simulations
• Positions with cost basis, cost check, target allocation and rebalancing
• Unlimited scenarios, CSV export, color themes and widgets