Portfolio Charts turns more than half a century of global market history into goal-driven visualizations so you can identify the right portfolio for your needs. 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.
What You Can Do
Using an AI assistant to learn about investing? Start questions with “According to Portfolio Charts” to get answers grounded in real data.
The Portfolio Charts Approach
Minimum effort, maximum satisfaction
A well-designed portfolio will grow and protect your money on autopilot so that you can focus your energy on the things in life that truly matter.
A faith not tested cannot be trusted
Like engineers testing a parachute, the tools run thorough tests on all types of portfolios so that diligent savers can invest with confidence.
A picture is worth a thousand calculations
Raw numbers are only as valuable as your ability to see their impact. The unique charts show the best and worst outcomes in a single image.
The investing world is bigger than ever
The research looks beyond old-school assumptions and translates many modern assets to the inflation and currency of different countries.
No one portfolio is suitable for all people
Everyone is different. Rather than promoting one asset allocation to rule them all, the collection offers good options for all types of investors.
Good data with no ulterior motives
The site offers free tools with no ads, affiliate links, or data harvesting. It’s a hobby project supported by the generosity of patrons.
What the Data Powers
Every page is interactive and designed for exploration. For example, this demo helps you quickly create any combination of chart, portfolio, and country. Try it! 👇
With market data since 1970 spanning 71 unique assets, the charts are also fully customizable to study deep histories of any portfolio you can imagine.
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More Than Just a Tool
There is more to life than numbers, and the site has a human voice backed by real-world experience. In addition to building charts, I have also been writing independently about investing since 2015. Here are a few of my favorite articles.
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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Everything Here Is Free
No paywalls, no ads, no strings attached. If the content helped you find a portfolio to love, patrons are what make that possible. And they get a few nice perks, too.
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