Miles the Finance Monkey

Model your financial future

Project pensions, ISAs, cash and stock portfolios over time with growth rates, contributions, withdrawals, inflation and fees.

Download on the App Store

What Finance Monkey does

Everything you need to plan ahead

📈

Pension Modelling

Simulate your pension growth from now until retirement and beyond, with FCA-prescribed low, intermediate and high growth scenarios.

💰

ISA, Cash & Stocks

Track multiple portfolios side by side. See how contributions compound across Stocks & Shares ISAs, Cash ISAs, and general investment accounts.

📊

Interactive Charts

Visualise projections with interactive Syncfusion charts. Zoom, toggle inflation adjustment, and compare what-if scenarios at a glance.

🤖

AI Summary

Get a plain-English AI-generated summary of your projection, including withdrawal sustainability and key risks.

🔁

Live Sharing

Share your model in real time with an adviser or partner via WebSocket, or send a one-time link to anyone.

📚

Learn & News

Stay informed with curated articles on pensions, ISAs, tax-efficient investing and UK financial news.

Support

We're here to help

Need help with Finance Monkey?

For any support queries, feedback or issues, please contact us at:

miles@financemonkey.biz