Portfolio Charts is a personal project by one dedicated investor. The vast majority of the content is completely free, with no ads or other distractions getting between you and good data. Members make it possible by giving a small fraction of typical investing fees to sponsor portfolio education. By supporting a good cause, you’ll pay it forward to other growing investors and receive a few nice perks in the process.
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7-day free trial
Advanced tools for the generous members who make Portfolio Charts possible.
DASHBOARD
Create all charts on one page
OPTIMIZER
Search all asset combinations
PORTFOLIO MATRIX
Compare all portfolios at once
The Members Toolkit works with a companion Google Sheet called the Toolkit Keychain to create special input keys that unlock additional functionality. Asset keys store custom asset data, and portfolio keys save portfolio settings for future reference.
Version 4 (updated 10/23)
Corrected an error in exchange rate calculations.
Download the latest file, and keep the reports coming!
Fun gear for all Portfolio Charts fans. Members receive $5 off one purchase per month.
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.