$5.00 off for Members
Toolkit
$5.00 off for Members. Promotion auto-applied on checkout.
The Portfolio Charts Toolkit is an Excel template that will help you collect, mix, and analyze historical investment returns. With a nice balance of simplicity and power, it’s a professional-level analysis tool designed for DIY investors of all types.
THINGS YOU CAN DO
- Model the performance of your own personal funds in your home country.
- 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. Check out the Free Data Sources, and be sure to try the Simba Spreadsheet for a major head start.
- Included charts: The Toolkit includes every visualization found on the Charts page.
BEFORE YOU BUY
Read the walkthrough and try the free sample!