Calculation catalog › Cash flow and summary

Projection summary ending net worth

Total net worth remaining at the end of the scenario projection.

Field: endingNetWorth Unit: US dollars Basis: nominal dollars Computed by: Engine Status: Complete chain

Appears in: results-headline (ending net worth); scenarios-page (Headline "Ending net worth" (summary copy)); mcp (run_projection.summary.endingNetWorth); mcp (compare_scenarios.a.endingNetWorth); mcp (compare_scenarios.b.endingNetWorth); scenarios-page (Estate table 'Gross net worth' (ScenarioEstateComparison.grossNetWorth reads the summary copy)); compare-page (Ending net worth row levels, in today's (start-year) dollars when the two plans end in different years (PlanHeadlineComparison))

Calculation records

  • Projection summary ending net worth Composition record, justified by derivation

    Purpose: Republish net worth at the projection horizon.

    Statement: projection/compare.ts#summarizeProjection republishes ProjectionResult.endingNetWorth, the nominal-dollar net worth at the projection horizon, without stated rounding.

    Formula: summary.endingNetWorth = result.endingNetWorth

    • result.endingNetWorth: Whole-run net-worth endpoint (unit: nominal USD) (domain: finite)

    Timing: projection horizon

    Rounding: none stated

    Limits:

    • The result type already defines annual net worth as investable plus property, insurance cash value and ladder value, less debt and non-recourse-capped HECM loans, so the summary must not rebuild that ledger identity; substituting ending investable, or adding it to the composed net worth, double-counts assets.

    Provenance: derived by codex, implemented by claude.

    Independent review: cursor

    Gates (6 of 6 pass): fixture registers a test: pass; pins resolve: pass; families exist: pass; worksheet exists: pass; mutation receipt exists: pass; provenance independent: pass

    Worksheet: projection-summary-ending-net-worth.md Mutation receipt: projection-summary-ending-net-worth.mutation.md

    Evidence tests: compareSummary.evidence.test.ts

    Implemented in: compare.ts

    Is the number of: projection-summary-ending-net-worth

    Feeds: projection-summary-ending-after-tax-estate, scenario-comparison-cell

Engine source: engine/src/projection/compare.ts (ProjectionSummary.endingNetWorth)

The evidence links on this page (each record's worksheet, mutation receipt, evidence tests and implementation, and the source links) are pinned to engine commit 2624dbdba9fd, committed 2026-10-11. The live calculation index and output-family census links point at the repository's main branch, so you can check this snapshot against them.