Portfolio Charts

a picture is worth a thousand calculations

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Calculators

Combining assets can generate surprising results, and educated decisions require good data.  These spreadsheets are designed for quick experimentation and can all be modified to study any asset allocation you wish.  Exploring the historical highs and lows will teach you not only about financial markets but also the limits of your own risk tolerance.

/// About the Calculators ///

Frequency Chart Icon

ANNUAL RETURNS

BENCHMARK

DRAWDOWNS

FIREtime

FINANCIAL INDEPENDENCE

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HEAT MAP

LONG TERM RETURNS

PORTFOLIO FINDER

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PORTFOLIO GROWTH

RETIREMENT SPENDING

ROLLING RETURNS

START DATE SENSITIVITY

WITHDRAWAL RATES

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