Good decisions require good data, but sometimes an image can communicate complex ideas far more clearly than a mountain of raw numbers. From the full range of historical accumulation paths to the worst-case retirement withdrawal rates, these interactive charts allow you to study any asset allocation from many different perspectives. Use them to see beyond simple averages and understand the true investing experience.
/// How the Charts Work ///
Charts
These powerful tools model every historical timeframe for any asset allocation you choose. They’re fully customizable, not only by portfolio but also by home country.
Want to quickly browse the stats for multiple portfolios?
/// Try the Comparisons ///
Help keep good data right at your fingertips 📈
My Portfolio
This advanced members-only tool runs the numbers for every chart simultaneously and generates a comprehensive report from a single flexible interface.
/// Access My Portfolio ///
Toolkit
If the preset asset options don’t meet your specific needs, the Portfolio Charts Toolkit will help you collect, convert, and visualize any source data that you can find.
/// How the Toolkit Works ///
The latest Excel is required, but you can use the Toolkit online with a free Microsoft account.
