Annual Returns
⭐ FREE SAMPLE ⭐
This sample is fully functional and works just like all of the other charting toolkits. Download it, learn how to open it in Excel or in a browser, and try it out to see how they all operate.
For a guide to get it up and running, read this walkthrough. And if you get stuck at any step of the process, please don't hesitate to contact me. I'm happy to help!
CHARTING TOOLKIT
As a companion to the free Annual Returns chart online, this is an Excel template that creates a custom version 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.
For this chart and more at a discounted price, check out the My Portfolio Toolkit.
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.
SIMILAR PRODUCTS
