Plan
The Plan tab gives a high-level overview of your retirement trajectory, including wealth, plan years, baseline spending, key events and strategy sleeve allocation.
Forecast
The Forecast tab is the heart of the app. It lets you inspect the year-by-year forecast, including spending, income, tax, funding decisions and audit detail.
Scenarios
The Scenario area is designed to help compare future choices and assumptions. V1 focuses on the foundations, with richer scenario comparison planned later.
Inputs
Inputs are where you define accounts, assets, cashflow, future events, strategy rules and assumptions. The forecast is only as useful as the inputs behind it.
How to use it
- Enter your core accounts and assets.
- Add income, spending and known future events.
- Review the Plan tab for the high-level trajectory.
- Use Forecast to inspect the calculation and understand the year-by-year result.
- Change assumptions and rerun the model to see what moves.
Important
RetireOS is planning software, not financial advice. Outputs depend on the assumptions entered by the user and should be treated as directional rather than guaranteed.
More detailed help is expected to sit inside the app where it can be linked directly to the relevant input or forecast screen.
