Portfolio Toolbox
Alexander Hamilton on $10 bill

Track your portfolio

Backtesting

How does your portfolio stack up?

Antique scale

A new take on rolling returns...

YTD
12/4/2024
2023202220212020
41.53%59.83%62.83%55.12%56.98%
38.37%56.85%2.20%40.09%35.68%
34.84%38.47%-2.07%31.62%34.14%
32.26%25.94%-11.81%30.33%21.77%
31.40%16.38%-13.70%28.36%17.92%
28.95%13.20%-14.52%16.37%11.64%
23.91%11.36%-15.59%9.46%9.70%
11.54%4.13%-18.22%8.73%7.49%
10.01%3.04%-26.12%8.34%-2.30%
10.00%0.95%-38.30%4.75%-4.42%
8.59%-0.27%-38.72%1.92%-4.88%
5.14%-2.61%-41.02%-9.50%-32.57%

Retirement Calculator

Who wants to be a millionaire?
Time in the market is more important than timing the market.

Should you start collecting Social Security at 62?

Social Security card

How much are you paying to invest?

Compound interest is the 8th wonder of the world. - Albert Einstein

How are bonds priced?

Cash and U.S. Savings Bonds

How did you get started?

Highway 24

What's your strategy?

financial planning investing options Strategies rebalancing defer taxes buy & hold long term asset allocation buy low, sell high hedging swing trading covered calls wheel strategy

About Portfolio Toolbox

Portfolio Toolbox is a collection of personal finance tools and investment insights to empower you to make informed choices about your long-term financial goals. Our site is targeted to Do It Yourself™ investors and individuals interested in becoming one. By dedicating some time to learning about investing, you can enhance your decision-making skills, potentially leading to an earlier and more prosperous retirement.

Thank you for visiting us, and we hope you find our site valuable.

Past performance is no guarantee of future returns. Increased risk provides no guarantee of return.