Founding beta guide

How to use RetireMap

A quick guide to the features currently available in the beta.

Build your plan

Use the Household, Savings & debt, Financial dashboard, Retirement goal, Contributions, Retirement dates, Assumptions, Market lookup, and Healthcare guide sections to enter and review your plan.

Run the retirement outlook

Select View retirement outlook. The app calculates your scenarios, portfolio paths, stress tests, sustainable spending, and detailed report. Results appear under Outlook, Portfolio paths, Detailed analysis, and Printable report.

Keep data private or sync it

Without an account, inputs stay in this browser and are used only while calculating. Signed-in users may explicitly choose Save to cloud to store a named plan under their account. Use Clear saved data to remove browser-local inputs.

Import and export

Press Ctrl+O to open a saved JSON profile. If the browser intercepts that shortcut, press Ctrl+0 and choose Import JSON file. Press Ctrl+Shift+L to load the newest local draft saved in this browser.

Beta feedback

Use Beta feedback in the navigation or planner footer to report calculation issues, usability problems, ideas, or other notes. Include the screen and inputs involved, but do not include passwords or account credentials.

Important limitations

This is an educational planning tool, not investment, tax, legal, insurance, medical, or fiduciary advice. Review assumptions and important decisions with qualified professionals.

Send beta feedback