While the charts available on Portfolio Charts will always be free, it is impossible to account for every unique portfolio idea in one place. The Toolkit is a collection of spreadsheet downloads designed to help you easily collect, mix, and analyze historical investment returns. With a nice balance of simplicity and power, they are professional-level analysis tools designed for DIY investors of all types.

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Table of Contents

• Things You Can Do
• Toolkit Options
• How It Works
• Requirements
• User License
• Using Excel
• FAQ

Things You Can Do

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• Model the performance of your own personal funds using data you provide.

• Easily generate informative charts for any asset allocation you can imagine.

• Collect up to 50 asset histories and combine them into 25 saved portfolios.

Generating sophisticated visual performance histories for complex portfolios isn’t easy. But enter the basic annual returns data and the Toolkit tools will do all the hard work. Even if you’re not a spreadsheet person, it will help you collect data, construct portfolios, and create tons of detailed charts with ease.

Toolkit Options

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Just like the My Portfolio online tool, the complete My Portfolio toolkit includes the vast majority of charts in one convenient interface. If you prefer to look at just one chart at a time, individual toolkits are available for single charts as well. And there’s also a fully-functional free sample that you can download to see how it all works.

How It Works

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Each Toolkit is an Excel spreadsheet that you can download and use either on your desktop or in the cloud. It displays the exact same charts that you find on the site, but instead of the traditional Portfolio Charts asset allocation interface it includes a full system for collecting and mixing your own data. Basically, it’s the same tools I personally designed to manage Portfolio Charts. They’re just packaged in a convenient form that anyone can use.

There are three core sheets in every spreadsheet — Assets, Portfolios, and Charts. Just click the tabs at the bottom to switch between each one.

Assets

Collect the annual returns for up to 50 unique investing assets. Index data, mutual funds, bitcoin — if you can find returns data, you can create a chart!

Portfolios

Create up to 25 unique portfolios from your entered assets. It’s all simple and intuitive. Just create a portfolio name and enter the percentages in the table.

Charts

Select a portfolio, and instantly create the full range of Portfolio Charts. It’s really that easy!

If you’d like to explore the Toolkit in detail, try downloading the free sample. The sample spreadsheet is fully functional and will help you create an Annual Returns chart from your own data. The only difference between the sample and other charting toolkits is the chart output. So once you understand the sample, you’re all set. The other Toolkit options work exactly the same, and you can even copy/paste assets and portfolio settings between them.

Downloading the sample uses the full store purchasing process to let you see how it all works, but no payment info is required. And if you don’t already have the most recent version of Excel, be sure to also read the Using Excel section below for help with getting set up with a free Microsoft account.

Requirements

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• Requires the most recent Microsoft Excel — Toolkit spreadsheets are created in Excel, and they may not work properly in other spreadsheet programs. To use them online, just sign up for a completely free Microsoft Office account and upload the spreadsheet to OneDrive. And if you want to use them on a desktop (either a PC or Mac), Microsoft 365 is required. Older standalone versions of Excel may not recognize some of the newer charts and functions.

• Source data NOT included — You can model anything you want, but you’ll have to supply your own data. For a list of free sources for personal use, read the Data Sources page.

For a major head start in data collection, I highly recommend also downloading the free & open-source Simba Spreadsheet. It contains tons of high-quality data on the “Data_Source” sheet that you can copy/paste directly into the Toolkit.

User License

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Paid customers can share images of their Toolkit creations in blogs, message boards, and social media. Be creative! Please always give credit to Portfolio Charts so that others can discover the same resource you enjoy. You own the spreadsheets to use on your own devices, but you cannot share, embed, or redistribute them in any form.

Using Excel

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The spreadsheets are created in the latest version of Microsoft Excel. Even though Excel is a Microsoft product, it works equally well on a PC or a Mac. The way you open the spreadsheet depends on your current Excel version.

If you have Microsoft 365

You’re all set! Just open the file and start experimenting.

If you have an old version of Excel

While your downloaded spreadsheet may open and look fine at first glance, the calculations use modern charts and functions that may not be available in your Excel version. The result may be limited functionality or strange chart behaviors. You have two choices:

1. Sign up for a Microsoft 365 subscription to always have the latest version of Excel.
2. Consult the instructions below to use the Toolkit online with a free Microsoft account.

If you don’t have Excel

No worries. There’s a free way to use the spreadsheets online.

1. Open your favorite web browser and go to the page for Free Microsoft 365 Online. Microsoft makes it tricky to find, but you can follow the link or enter those search terms into your favorite search engine.

2. Sign up for a free account. The home page will look something like this when you login.

3. Click the OneDrive icon on the left side of the page. While Excel is the app that will open the file, OneDrive is where it will be stored. In this image, I created a folder called OneDrive Example where I’ll be saving our downloaded spreadsheet.

4. Drag the file to the browser window and it will upload to the cloud.

5. Finally, click on the spreadsheet icon to open it. Viola! It’s fully functional in your browser window.

FAQ

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