Portfolio Charts freely shares an extensive collection of independent research to help DIY investors find a portfolio to love. You may notice there are no ads, affiliate links, or other common marketing distractions. Happy readers make it possible by giving a tiny fraction of typical investing fees to sponsor portfolio education.
Memberships /// Gift Shop /// Donations
Contribute just one coffee a month and earn a few nice perks:
Advanced tools for the generous members who make Portfolio Charts possible.
The Members Toolkit works with a companion Google Sheet called the Toolkit Keychain to create special input keys that unlock more functionality. Asset keys store custom asset data, and portfolio keys save portfolio settings for future reference.
Members receive $5 off one purchase per month. Unused credits do not roll over.
7-day free trial. Easily cancel any time.
Your Generosity Matters
Even if you're not interested in a membership or product, every one-time gift and word of encouragement makes a difference. Thank you!
Spreadsheet downloads are no longer for sale. But the same functionality (and more!) is now built into the online Members Toolkit and Toolkit Keychain.