Executive Summary Report
Provides a broad overview of the simulation, including portfolio milestones, income and cash-flow summaries, portfolio and operating-balance visuals, simulation totals, risk indicators, and the assumptions used for the run.
Simulation Reports
WARPSimLab generates several reports, including an executive summary, a detailed year-by-year report, tax report, and Monte Carlo and Historical Windows risk analyses.
Reports are generated locally as HTML files that can be viewed and printed from a web browser. The sample PDFs on this page were generated using sample data.
WARPSimLab is for educational use only. It does not provide financial, investment, tax, legal, or retirement advice. Read the full legal disclaimer.
Available Reports
Each report presents a different view of your data. Together, they provide both a broad overview and detailed analysis of annual results, taxes, and portfolio risk.
Year-by-Year Details Report
Presents summary statistics followed by an annual table showing ages, gross income, taxes, household expenses, net cash flow, and total portfolio value for one simulation run.
Tax Report
Summarizes lifetime and annual estimated taxes, effective and marginal tax rates, tax settings and model limitations, taxable income sources, retirement withdrawals, required minimum distributions, Roth and HSA activity, and year-by-year tax details.
Historical Windows Risk Report
Shows how your financial plan would have performed across many actual historical market periods. It summarizes portfolio survival, the best and worst years to retire, sequence-of-returns risk, and the range of portfolio results.
Monte Carlo Risk Report
Shows how your financial plan might perform across many simulated market conditions. It summarizes portfolio survival and the range of portfolio results from weaker to stronger outcomes. When sequence-of-returns risk analysis is enabled, the report also shows its effect on the results.
Generated Locally
WARPSimLab creates report files on your computer using the results and assumptions from the selected simulation. Financial data and generated reports are not transmitted to WARPSimLab or stored by an external service.
To generate reports from your own simulations, visit the downloads page.