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DCA Planner

Runs offline

Model a dollar-cost-averaging schedule.

Final value
$15,321.12
Total invested
$13,000.00
Profit
$2,321.12
Average entry
$3,563.71
Units accumulated
3.647885
Lump sum would be
$18,200.00
Buying it all at the start would have been $2,878.88 better. DCA trades upside for a lower average when prices fall — it is a risk tool, not a return tool.

About dca planner

Dollar-cost averaging spreads entries over time so the average price is less dependent on the day you happened to start. It is worth being honest about the trade-off: in a rising market, buying everything at the start wins, and DCA gives up that upside. What DCA buys is a smaller worst case, not a bigger best case. This models both paths side by side over a linear price path so the gap is visible rather than assumed.

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