# Portfolio Start!

**ROI & Investment Performance Tracker & Compound Interest & Investment Growth Planner**

*Track Smarter. Project Further. Grow With Confidence*

Two complete spreadsheets in one bundle. Log every investment and see its true return, then project how your savings can compound over up to 40 years. Just enter your numbers and everything else updates automatically.

**What's Inside**

ROI & Investment Performance Tracker

- 💼 **Investment Register** — log up to 100 investments with cost, fees, and taxes, and see net profit, total ROI, and annualized return (CAGR) calculated for you

- 📊 **Performance Analysis** — a breakdown by asset class, plus Top 10 rankings by ROI, current value, and time held

- 🎯 **Scenario Planner** — project your portfolio's future value under conservative, expected, and optimistic return rates

- 📋 **Auto-Generated Reports** — a written performance summary and asset class charts, ready to copy and share

- 🏠 **Live Dashboard** — KPI cards, 4 charts, portfolio allocation, achievements, and a tracking health score

Compound Interest & Investment Growth Planner

- 💰 **Investment Setup** — enter your starting deposit, monthly contribution, interest rate, and term, then see your final balance and total interest instantly

- 📈 **Month-by-Month Growth Schedule** — full balance, contribution, and interest breakdown for up to 480 months

- 🔁 **Flexible Compounding** — monthly, quarterly, semi-annual, or annual, with an optional yearly contribution increase

- 🚩 **Milestone Tracker** — set up to six savings targets and see exactly which month and date you'll reach each one

- ⚖️ **Scenario Comparison** — put two investment plans side by side and see the difference in final balance and interest earned

- ⏳ **Rule of 72 & Dashboard** — years to double your money, KPI cards, and 4 interactive charts at a glance

**Why You'll Like It**

Everything recalculates instantly. Change a rate, a contribution, or an investment's value and every total, schedule, ranking, and chart updates automatically, with no manual work required. See what your investments have actually earned, then see where your savings could be heading, in one connected toolkit.

**What's Included**

- 2 spreadsheets in one bundle

- Instant .xlsx download

- Compatible with Microsoft Excel 2016+, Microsoft 365, and Google Sheets

- No macros, plugins, or add-ons needed

- Works with any currency, with no symbol hard-coded

- Built-in user guide and sample-data preview sheets

- Clean, color-coded inputs so you always know what to edit

- Lifetime access and all future updates

**Who It's For**

Anyone who wants a clear picture of their investments: people tracking stocks, property, funds, or other assets, and people planning long-term savings and wondering what compounding can do. Whether you're comparing your best and worst performers, testing different return assumptions, or working out when you'll hit your next savings target, this bundle gives you the real numbers instead of guesswork.

**One-time payment, lifetime access & updates**