ProjectionLab vs RetirementView
ProjectionLab
projectionlab.comRetirementView
torrid-tech.comSide by side
| Figure | ProjectionLab | RetirementView |
|---|---|---|
| Price from | $10.75/mo | $74.92/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | — |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 6 | 3 |
| Spec score · Retirement Planning Software | 9.0 (#3) | 7.6 (#16) |
| Purpose | ProjectionLab simulates personal financial and retirement scenarios to help users plan their financial future. | RetirementView creates retirement savings and income projections to help users estimate whether their assets can meet retirement income goals. |
| Support | Support is available by email, through the Discord community, and via bookable educational 1-on-1 sessions. | Consumer licenses include technical support by email or phone, while Professional Edition licenses include priority technical support by email or phone. |
Plans
ProjectionLab
- BasicFree
- BasicFree
- Premium$129 a year
- Premium$129 a year
- Pro$549 a year
- Pro$549 a year
RetirementView
- Personal Edition$197, paid once
- Couples Edition$297, paid once
- Professional Edition$899 a year
In their own words
ProjectionLab
ProjectionLab simulates personal financial and retirement scenarios to help users plan for different possible futures. Users can model life milestones, cash flow, estimated taxes, investment strategies, account types, withdrawals and estate outcomes. Monte Carlo simulations and historical backtesting let users explore potential outcomes. The free Basic plan includes forecasting, financial planning, simulations and backtesting. Premium adds tax optimization, Roth conversions, ACA subsidies, capital gains harvesting, international planning and advanced analytics, and costs $129 a year. Pro costs $549 a year and is aimed at financial advisors and coaches, with client management tools and 10 client seats. ProjectionLab does not directly link financial accounts, so users can make plans without supplying account numbers or connecting bank or brokerage accounts. The web app can be installed on mobile devices as a Progressive Web App; the maker says it has no formal mobile app. Support is available by email, Discord and bookable educational sessions.
RetirementView
RetirementView has no write-up on Specifiction yet; its figures are above.