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Secure & Retirement Funds

Why this page exists

Every country wraps retirement differently. The sleeve is the same.

State, workplace, tax wrapper, or cash fund — transacted versus the mark.

This is not a country pension calculator and not a stock book. Households type the local wrapper as a label. The catalog is five schemes worldwide: state / national, private / occupational, tax-advantaged, mutual fund, cash. Access age and contribution rules live with the household, not in a rate table. One pile. They are not added on top.

  • State / workplaceLocked until the access rule you set. Not a local statute table.
  • Tax wrapperISA / 401(k) / PRS-class is a label. The mark is the fund.
  • Cash fundA priced sleeve beside the pension.

Add a fund. Closed SCHEME_TYPE. Not a withdrawal-tax engine. Not advice.

§10.14 · §5.26 SCHEME_TYPE · add a fund. Empty book is 0.00. Funds reconcile to the Balance Sheet; they are not added on top. · This sleeve is the FIRE Retirement & secure line — funds reconcile to the Balance Sheet; they are not added on top. Open Balance Sheet · Open FIRE Tracker.

STATE_PENSION

National / statutory pool.

PRIVATE_PENSION

Workplace / occupational.

TAX_ADVANTAGED

ISA / 401(k) / PRS-class.

MUTUAL_FUND

Unit trust.

CASH

Money-market in the sleeve.

Market value

0.00

Add a fund to start the sleeve.

World-market schemes Add a fund
PieceAmountReadingFigure
Locked
0.00% 0
State pool
0.00% 0
Liquid
0.00% 0
PnL
the mark 0

Locked pension

0.00

State pool

0.00

Liquid wrapper + cash

0.00

Transacted

0.00

Unrealized

0.00

FX

State pool 0.00% of 0.00 · locked sleeve 0.00

Locked versus liquid

Live from funds · add a fund

Locked

0.00

State / workplace schemes.

Liquid

0.00

Tax wrapper, mutual fund, cash.

The mark

0.00

Transacted 0.00 · PnL 0.00.

State / national pension 0.00% Private / occupational pension 0.00% Tax-advantaged wrapper (PRS / ISA / 401(k)-class) 0.00% Mutual fund / unit trust 0.00% Cash / money-market in the sleeve 0.00%
LOCKED LIQUID Mark Put in Locked 0 Liquid 0 PnL 0

Add a fund. Locked versus liquid appears with the first mark.

Funds · market

Fund mix appears when there is a mark.

FundMarketSharePnL

Add a fund.

Schemes (market value desc)

Action Scheme Fund name Platform Type Market Ccy FX Tx local Tx base Alloc % MV local MV base Wt % PnL base PnL %
Book 0.00 0.00 0.00 0.00% 0.00 0.00 0.00% 0.00 0.00%

Listing cells use the fund ISO. Household totals use base. Unique is fund name + platform. Edit and delete sit on the row. Catalog codes persist.