Portfolio Tools
Portfolio tools bring holdings from several accounts into one view and measure performance, income and allocation consistently. This section explains how they work, how returns are calculated, and which calculators help you model growth, fees and dividends.
At a glance
- We cover
- Portfolio trackers, performance measurement, dividend tracking, multi-currency portfolios
- Key concept
- Time-weighted vs money-weighted return
Guides
What Is a Portfolio Tracker? How It Works and What to Look For
How trackers import holdings, measure returns and handle currencies.
Read guideTime-Weighted Return Explained, With a Worked Example
Chaining sub-period returns so deposit timing doesn't distort performance.
Read guideMoney-Weighted Return Explained (and vs Time-Weighted)
Your personal return including deposit timing, with TWR compared.
Read guideCalculators
Compound Interest Calculator
Project growth from contributions and an assumed return, with a yearly table.
Open calculatorInvestment Fee Calculator: Long-Term Cost of Fees
See how a recurring fee compounds against your returns.
Open calculatorDividend Calculator: Income, Growth & Reinvestment
Project dividend income with growth and reinvestment.
Open calculatorStock Average Price Calculator
Blend multiple purchases into one average cost per share.
Open calculatorDollar-Cost Averaging Calculator
Project regular fixed contributions at an assumed return.
Open calculatorPortfolio Growth Calculator
Illustrate future portfolio value with a yearly table.
Open calculatorFIRE Calculator: Financial Independence Estimate
Estimate a financial-independence target and timeline.
Open calculatorHow we compare portfolio trackers
Supported assets and brokers, currencies, the return method used and whether it is disclosed, dividend handling, tax reporting, mobile experience, data export, pricing and ease of use.