Portfolio Charts

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Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers. It is a labor of love by an individual investor just like you, and my mission is to provide free resources that empower everyday people to achieve their financial goals while enjoying the journey.

Overview /// Where to Start /// About Me

Find a Portfolio to Love


portfolio charts purposeful philosophy

PURPOSEFUL PHILOSOPHY

Low cost. Minimum effort. High satisfaction.

A well-designed portfolio will grow and protect your money on autopilot so that you can focus your time and energy on the things in life that truly matter.

DATA-DRIVEN PRINCIPLES

A faith not tested cannot be trusted

Like engineers who test a parachute extensively to establish trust before jumping, the tools run thorough tests on all types of portfolios so that diligent savers can invest with confidence.

portfolio charts data-driven principles
portfolio charts visual sensibility

VISUAL SENSIBILITY

A picture is worth a thousand calculations

Raw numbers are only as valuable as your ability to understand their impact. Unique charts highlight specific goals and show the best and worst outcomes in a single image.

GLOBAL PERSPECTIVE

The investing world is a big place

Looking beyond old-school stocks and bonds, the research studies a wide variety of modern assets and translates the numbers to the inflation and currency of many different countries.

portfolio charts global perspective

TRUSTWORTHY APPROACH

Good data with no ulterior motives

Powerful free tools

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Unbiased analysis

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No ads or data harvesting

A personal hobby project supported by members

Where to Start


01PortfoliosChoose an asset allocation
02ChartsModel your own portfolio
03AssetsFind quality index funds
04InsightsExplore a money mindset
05MembersSupport Portfolio Charts

About the Author


Portfolio Charts is run by one creative mechanical engineer with a passion for DIY investing. I’m a visual thinker who appreciates the stories that well-presented data can tell, and I’m happy to share what I’ve learned. You can call me Tyler.

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