20,84 zł off for Members
Toolkit
20,84 zł off for Members. Promotion auto-applied on checkout.
TOOLKIT - My Portfolio
This is an Excel template that creates custom charts using annual data that you provide. You can save up to 50 asset series and 25 portfolios. Use it to study the performance of your favorite funds, unique asset mixes, and own calculations.
INCLUDED CHARTS
- Look at the "Included in My Portfolio & Toolkit" filter on the Charts page.
WHAT YOU'LL NEED
- Requires the most recent Microsoft Excel. You can use it online with a free Microsoft account, but offline use requires Microsoft 365 to enable the latest functions. Works with both PC & Mac.
- Source data is NOT included. But the Toolkit will help you manage your own collection. Check out the Free Data Sources, and be sure to try the Data_Series sheet in the free Simba Spreadsheet for a major head start.
BEFORE YOU BUY
Read the walkthrough, try the free sample, and contact me with any questions. I'm happy to help!
