Every Feature You Need to Plan Your Financial Future

Built for Canadians. Privacy-first. Completely free to start.

🍁 Join thousands of Canadians planning smarter

Available Now

Powerful features ready to transform your financial planning today

🎯

Monte Carlo Simulations

Run 1,000+ scenarios to see your probability of success

✅ Available
📈

Project Your Future Net Worth

See your wealth grow year by year with interactive charts

✅ Available
🧮

See Your Effective Tax Brackets

Know exactly where every dollar falls in federal and provincial brackets

✅ Available
💰

Cash Flow Visualization

Track every dollar in and out with clarity

✅ Available
🎯

Track Your Progress

Set goals and watch yourself hit them

✅ Available
🏛️

RRSP, RESP & Grants

Maximize government grants and contribution room

✅ Available
🍁

Canadian Tax/CPP/OAS Calculations

Built for Canada. Accurate to the penny.

✅ Available
🛡️

Insurance Needs Analysis

Know exactly how much coverage you need

✅ Available
📱

Works Offline (PWA)

Your plan works anywhere, even without internet

✅ Available
🔒

No Link to Your Accounts

Enter your own data. No bank connections. No risk.

✅ Available
🙈

Privacy Friendly

Your data stays on YOUR device. Period.

✅ Available
🚫

You Are Not The Product

No ads. No data selling. Ever.

✅ Available
⚙️

Control Where Your Data Is Saved

Browser storage, your device, your rules

✅ Available
🔢

More Than a Retirement Calculator

10 comprehensive tabs covering your entire financial life

✅ Available

Coming Soon

Exciting new features in development to make your planning even better

🏠

Rent vs. Own Scenarios

Should you buy or rent? Model both and see the math.

🟡 Coming Soon
🔥

Plan for Early Retirement / FIRE

Calculate exactly when you can stop working

🟡 Coming Soon
👫

Plan as a Couple

Joint finances, separate accounts, combined projections

🟡 Coming Soon
📊

Tax Planning & Analytics

Optimize your tax strategy with visual bracket analysis

🟡 Coming Soon
🌅

Estate Planning & Legacy

Plan what you leave behind

🟡 Coming Soon

Model Working Part-Time

What if you went to 3 days a week?

🟡 Coming Soon
✈️

Taking Time Off to Travel

Model a sabbatical without fear

🟡 Coming Soon
💳

RRSP Conversions & RRIF Strategy

Optimize your drawdown for minimum tax

🟡 Coming Soon
📚

Historical Backtesting

Test your plan against real market history (2000 crash, 2008, COVID)

🟡 Coming Soon
🌪️

Test Against Market Volatility

Stress test with bear markets, inflation spikes, rate changes

🟡 Coming Soon
🛒

Model Buying X Over Y Years

Major purchase planner: car, cottage, renovation

🟡 Coming Soon
🏡

Plan to Buy a Home

Mortgage, land transfer tax, FHSA, stress test

🟡 Coming Soon
🌎

International Account Types

Plan across borders

🟡 Coming Soon
💱

Choose Your Currency

CAD, USD, EUR, GBP and more

🟡 Coming Soon

Pro & Advisor Features

Advanced tools for financial professionals and power users

👨‍💼

Pro Version for Advisors

White-label UltraPlan for your practice

✅ Included
💾

Save & Load Multiple Plans

Compare scenarios side by side

✅ Included
📄

PDF Report Export

Professional reports for clients

✅ Included
🤖

AI-Powered Recommendations

Get personalized suggestions

✅ Included

How UltraPlan Compares

See why thousands choose UltraPlan over other tools

Feature UltraPlan Wealthsimple ProjectionLab Spreadsheets
Canadian Tax Calculations ✅ Full CPP/OAS/Provincial ❌ No ❌ No ⚠️ Manual Only
Monte Carlo Simulations ✅ 1,000+ scenarios ❌ No ✅ Yes ❌ No
Privacy (No Data Collection) ✅ Completely Private ❌ Data Collected ⚠️ Some Data ✅ Local Only
Works Offline ✅ Full PWA ❌ Online Only ❌ Online Only ✅ Local Files
Free Forever ✅ Core Features ✅ Basic Only ❌ Trial Only ✅ If You Have Excel
Insurance Planning ✅ Needs Calculator ❌ No ❌ No ⚠️ Manual Only
RESP & Grant Tracking ✅ Full CESG/ACESG ❌ No ❌ No ⚠️ Manual Only
Start Planning Free