The Compound Planner is a goal-setting and projection tool that shows you how your trading account could grow over time based on your current performance metrics. It takes your average daily or weekly return and projects it forward, accounting for compounding.
To use the Compound Planner, navigate to Tools in the sidebar and select Compound Planner. Enter your starting account balance, your target balance, and your average return per period (daily, weekly, or monthly). The planner generates a growth curve showing the projected trajectory and the time it will take to reach your goal.
What makes this tool especially useful is that it pulls your actual performance data from Katalyst. Instead of guessing your average return, you can use the “Auto-fill from data” button to populate the return field based on your real trading history for a selected date range. This grounds your projection in reality rather than wishful thinking.
The planner also lets you model different scenarios side by side. For example, you can compare what happens if you increase your daily target by just $50, or what the impact of taking Fridays off would be. These “what if” scenarios help you make informed decisions about position sizing and schedule.
Remember that projections are estimates, not guarantees. Markets change and past performance does not predict future results. Use the Compound Planner as a motivational and planning tool, but always pair it with sound risk management. The tool includes a risk-adjusted mode that factors in drawdown probability to give you a more conservative estimate.