Tools

Investment Portfolio Tracker — a Spreadsheet for DIY Investors

A spreadsheet for keeping tabs on your investment portfolio. Total market value, asset allocation, portfolio performance, automatic re-balancing calculations; this…

7 years ago

Retirement Date Forecasting Tool

How much money do I need to retire? How long will it take me to get there? How much will…

7 years ago

Budget Tracking Tool (free spreadsheet template)

Keeping track of your budget (how much you make and how much you spend) is the most important step towards…

7 years ago

Rent versus Buy Calculator

The decision to rent or buy your home is one of the biggest that we make in our lives. This…

7 years ago