Promo for Members
Toolkit
$6.96 off for orders over $13.92 for Members. Promotion auto-applied on checkout.
The Portfolio Charts Toolkit is an Excel template that will help you collect, convert, and analyze historical investment returns. With built-in data processing capabilities and charting functions, it’s a professional-level analysis tool designed for DIY investors of all types.
THINGS YOU CAN DO
- Model the performance of your own specific country, funds, and portfolios.
- Automatically translate source data to total real returns in your local currency.
- Easily create composite asset histories from multiple sources.
- Generate informative charts for any asset allocation you can imagine.
- Create and save many different portfolios to effortlessly compare options.
NOTES
- Requires the most recent Microsoft Excel. You can use it online with a free Microsoft account, but desktop use requires Microsoft 365 to enable the latest functions.
- Source data is NOT included. But the Toolkit will help you manage your own collection. /// Free Data Sources ///
- Included charts: All of the Performance charts. The Fund Finder and Comparisons charts are not included.
BEFORE YOU BUY
Read the walkthrough and try the free sample!