Diagnóstico de vazamento patrimonial

Highlights

How to Use

1. Fill in the initial data

   On the first screen, enter your name, approximate net worth in reais, email and phone, then tick the LGPD consent box. The Abrir a planilha button stays disabled until the required fields are complete and consent is given; once enabled, clicking it submits the data and switches to the working spreadsheet.

2. Allocate your holdings

   In the Planilha de vazamento patrimonial view, type the amount held in each of the eight asset classes and an expected annual return for each. The allocation percentage updates as you type and a label shows how much of the portfolio is allocated and how much remains. If the total would exceed one hundred percent the page warns you, and the reference net worth can still be adjusted at the top.

3. Run and export the simulation

   Click Calcular simulação to reveal the leakage cards, the current-versus-optimized comparison and the year-by-year projection. Use the horizon selector to switch between five and twenty years, read the breakdown by taxes, fees, opportunity cost and inflation, then download the simulation as a PDF or open the pre-filled WhatsApp link to talk with a specialist.