Portfolio Toolbox

Tools / Calculators

Portfolio Toolbox is a collection of free personal finance tools / calculators to help you visualize / backtest your portfolio and compare past investment performance. You can perform a Social Security break-even analysis, visualize the impact of compounding mutual fund / ETF expenses, view historical rolling returns for different investment sectors, asset classes and even individual stocks / mutual funds / ETFs, visualize bond prices over different prevailing market yields, and forecast your possible financial future with our retirement calculator. While every effort is made to make these tools accurate, it is recommended that you consult with a financial professional before making any significant changes to your financial situation.

If you have any suggestions for new financial tools, please contact us here.

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

Portfolio Tracker

Portfolio Tracker is a service that allows you to track your portfolio holdings. You can track your asset allocation, portfolio history, and get daily / weekly alerts when quotes are updated. You must create a login to use this feature.

Backtest Portfolio

Visualize historical performance of mutual funds, ETFs and individual stocks using a buy & hold or rebalancing strategy.

Market Alerts

Portfolio Toolbox icon
Tue, Jun 13 at 10:32 AM
The last sale for VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF was $216.47, up $0.62 from its prior day close. Over the past 52 weeks, VTI has risen 15.48%.
Today 9:43 AM
Dear Seann Herdejurgen, The following order executed on 09/21/2023 at 9:42 AM, Eastern time: Account: 1234 Transaction type: Buy Order type: Limit Security: VANGUARD TOTAL STOCK MARKET ETF (VTI) Quantity: 10 share(s) Price:* $215.72
Get text message alerts for brokerage orders.

Rolling Returns

Historical rolling returns are displayed in an interactive "periodic table" from one to 20 years. Visualize rolling returns for individual stocks, mutual funds, ETFs, sectors, and asset classes.


Visualize the impact of management fees and annual expenses on an investment and demonstrate the power of compounding.

Social Security

Visualize break-even point of various start ages for claiming Social Security and investing your payment.

Retirement Calculator

Visualize your possible future financial situation considering future contributions / withdrawals, Social Security, Required Minimum Distributions and taxes on RMDs.

Bond Pricing

Visualize the price of a bond at different interest rates / yield to maturities.

Telltale Chart

Visualize relative performance of mutual funds, ETFs and individual stocks.