Toolkit Sample

⭐ FREE SAMPLE ⭐

This works just like the full Portfolio Toolkit but with limited quantities of input options and output charts. Download it, learn how to open it in Excel, and try it out to see how it works.

If you have a question, feel free to contact me. I'm happy to help!

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: Equalizer

FOR MORE INFORMATION

Read the walkthrough.