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 you like from many different perspectives. They’re fully customizable, not only by portfolio but also by home country.
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Help keep good data right at your fingertips 📈
Support Portfolio Charts
Backtest any portfolio using a wide variety of unique asset options
If you prefer to see the results for every chart at once, try the My Portfolio tool.
Model any investing strategy using returns data that you provide
Spreadsheet templates to visualize any data
Download an Excel spreadsheet, enter the annual returns, and instantly see the full range of historical investing outcomes for any portfolio strategy you can imagine.
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If you don’t have Excel, all you need is a free Microsoft Office account.
My Portfolio — Includes every chart. Save 25% compared to buying them individually!
Equalizer — It’s fully functional, so give it a spin before you start your collection.