The Toolkit is a powerful tool with advanced features for members. It combines every chart into a single flexible interface and includes functionality to personalize the analysis. It’s useful for saving portfolios, customizing data, and greatly speeding up portfolio research.
Open the Toolkit /// Become a Member
What You Can Do
- Create every chart on one page
- Save portfolios for future reference
- Upload and manage custom asset data
- Add your portfolio to the Portfolio Matrix
- Include 10 assets in the Optimizer
- Try a free trial and get personal support
Looking for a spreadsheet?
The Toolkit and associated Keychain have evolved over time. Old references on the website may talk about an Excel download or a Google Sheet, but the latest versions are exclusively online on a single Toolkit page for members. Thanks to server-side calculations, it is also way more powerful than ever!
Create every chart on one page
Instead of creating one chart at a time and re-entering data for each chart, the Toolkit allows you to select any chart from the same unified interface. It’s similar to how the Portfolio performance charts work, except it models your own custom portfolio.
Save portfolios for future reference
Every standard chart allows you to save a URL link that directly points to a chart with a pre-filled allocation. They work by saving portfolio keys to the server that the tools automatically recognize. The Toolkit takes it one step further by storing your created portfolio keys in your own personal keychain.
To save a portfolio, create any chart and look for the Save button in the chart footer. That adds it to your keychain. When you click the Load button next to a portfolio in the keychain, it will scroll back to the top and automatically enter the saved allocation in the interface.
Upload and manage custom asset data
While Portfolio Charts offers many more asset classes than similar tools, it will never be able to account for every possible investment. The Toolkit also allows members to upload their own personal data by creating asset keys.
Enter the annual returns of any asset you like. The Toolkit automatically converts currencies and even backfills missing data with a similar asset of your choice. Once an asset key is created, the asset appears in your custom asset dropdown list in the main interface.
For ideas of where to find quality free data to upload, check out the Data Sources page.
Add your portfolio to the Portfolio Matrix
The Portfolio Matrix is a great way to evaluate every standard portfolio at once across a variety of different metrics. The Toolkit allows members to add their own custom portfolio to the list. The displayed portfolio is the one currently active in the asset allocation interface. Add a saved portfolio to the list by loading it from the keychain.
Include 10 assets in the Optimizer
The Optimizer studies every possible combination of assets in 10% intervals to find the most efficient portfolio options. While the public version sticks to broad stocks, bonds, cash, and gold, the Toolkit studies up to 10 different assets of your choice. That’s just under 100,000 possible portfolios at a time.
Try a free trial and get personal support
The Toolkit is a benefit reserved for members. To try it for yourself, sign up for a 7-day free trial. If you decide it’s not for you, it is easy to cancel any time with no hassle.
And if there are any Toolkit features where the function is not clear, feel free to contact me any time. I’m happy to help!