The Smart DCA Planner allows you to design and test different Dollar-Cost Averaging (DCA) strategies before committing real funds. By inputting key parameters, you can simulate how your strategy would have performed historically.
This helps refine your plan for more efficient and risk-aware investing.
How to use the Smart DCA Planner?
Use the Smart DCA Planner to optimize your long-term investment strategy:
- Plan Your Contributions: Set how much to invest, how often, and which risk levels to target.
- Compare Strategies: Choose between linear or exponential buying methods to see which suits your risk tolerance.
- See the Impact Before Investing: Review how your DCA approach would have performed over time.
Which Strategy is Right For You?
This table shows how much you would invest at different risk bands based on your chosen strategy.
Higher multiplier strategies have the potential for greater returns but also come with increased exposure. Select the approach that best aligns with your risk tolerance and investment objectives.
Table below is an example, with a base investment of $100, risk stop at 50 for 3 strategies:
| Risk Band | Constant | Linear | Exponential |
|---|---|---|---|
| 60 | - | - | - |
| 50 | x$100 | 1x$100 | 1x$100 |
| 40 | x$100 | 2x$200 | 2x$200 |
| 30 | x$100 | 3x$300 | 4x$400 |
| 20 | x$100 | 4x$400 | 8x$800 |
| 10 | x$100 | 5x$500 | 16x$1600 |
| 0 | x$100 | 6x$600 | 32x$3200 |