Product For Members

COTM - December 2024

$0.00

📈 CHART OF THE MONTH 📊

The Chart of the Month is a unique benefit for Portfolio Charts members. It is a special version of the full Toolkit that features a single customizable chart. Enter your own data, create your own portfolios, and make your own visualizations! 

New free charts for members are available every month on a rotating basis, so be sure to check in regularly to add to your data analysis collection. And if you want a single tool with every chart in one place, check out the comprehensive Portfolio Charts Toolkit.

 

SEPTEMBER CHART

Rolling Returns

 

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.
  • One time download. The Chart of the Month is a simple one time download. Future revisions are available to active members only.