$5.00 off for Members

Toolkit

$99.00
$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!