Toolkit

The Portfolio Charts Toolkit is an Excel template that will help you collect, convert, and analyze historical investment returns. With built-in data processing capabilities and charting functions, it’s a professional-level analysis tool designed for DIY investors of all types.

THINGS YOU CAN DO

• Model the performance of your own specific country, funds, and portfolios.
• Automatically translate source data to total real returns in your local currency.
• Easily create composite asset histories from multiple sources.
• 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. /// Free Data Sources ///
• Included charts: All of the Performance charts. The Fund Finder and Comparisons charts are not included.

BEFORE YOU BUY

Read the walkthrough and try the free sample!