My Portfolio
This is an Excel template that creates a complete custom set of My Portfolio charts using annual data that you provide. You can use it to study the performance of your favorite funds or visualize the results of your own calculations.
INCLUDED CHARTS
Annual Returns, Drawdowns, Equalizer, Financial Independence, Heat Map, Long Term Returns, Portfolio Growth, Retirement Spending, Rolling Returns, Savings Rates, Start Date Sensitivity, Target Accuracy, Withdrawal Rates
/// Browse Them All ///
(Fund Finder NOT included)
Save 25% compared to buying them individually!
NOTES
- Requires the most recent Microsoft Excel. You can use it online with a free Office account, but desktop use requires Microsoft 365 to enable the latest functions.
- Source data not included.
- Read the walkthrough, try the free sample, and contact me with any questions. I'm happy to help!
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