Portfolio Calculator
Understand how you are allocating your investments with a portfolio split calculator.
By tracking your assets, liabilities, and net worth, you gain a sense of control and clarity over your entire financial picture. This clarity significantly reduces money-related anxiety and stress and can serve as the motivation you need to make better money choices.
Includes detailed demo video to help you set up the calculator tool.
See what's inside the calculator
Step 1
Calculate your net worth by inputting all your assets & liabilities into the tracker sheet.
Step 2
See your portfolio split and currency exposure at a glance with the populated charts.
