Toolkit Sample
⭐ FREE SAMPLE ⭐
This works just like the full Portfolio Toolkit but with two fixed assets instead of control of all 50. 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 personal funds in your home country.
- 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. Check out the Free Data Sources, and be sure to try the Simba Spreadsheet for a major head start.
- Included charts: Look at the "Included in My Portfolio & Toolkit" filter on the Charts page.
FOR MORE INFORMATION
Read the walkthrough.
