# Portfolio Build!

**Retirement Planner, Net Worth Tracker, ROI Tracker & Compound Growth Planner**

*Plan Smarter. Invest Wisely. Build Your Retirement.*

Four complete spreadsheets in one bundle. Find out how much you need to retire, see your complete financial picture, track what your investments have really earned, and project how your savings can compound over up to 40 years. Just enter your numbers and everything else updates automatically.

**What's Inside**

Retirement Wealth Planner

- 🎯 **Retirement Number Calculator** — see exactly how much you need to retire, with the 4% rule and your own custom withdrawal rate side by side

- 📈 **Year-by-Year Nest Egg Projector** — watch your savings grow through retirement and beyond, in both future dollars and today's purchasing power

- ⚖️ **Retirement Age Comparison** — compare retiring at 55, 60, 65 and 70 side by side, with nest egg, shortfall, and how long your savings will last

- 📊 **Savings Gap Analysis** — see any shortfall and exactly how much extra to save each month to close it

- 🏠 **Live Dashboard** — KPI cards, income sources breakdown, and 4 interactive charts

Net Worth & Wealth Tracker

- 💰 **Assets & Liabilities Tracker** — list up to 15 assets and 15 liabilities side by side, each with its own category, and see your net worth instantly

- 📊 **Income & Expenses Overview** — log up to 10 income sources and 10 expenses, with category breakdowns and your net monthly cash flow

- 📅 **Monthly Snapshot History** — record your net worth each month to build a trend line, plus a year-over-year growth comparison

- 🏠 **Live Dashboard** — KPI cards, debt-to-asset ratio, 4 interactive charts, insights, and achievement badges

ROI & Investment Performance Tracker

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

- 🏆 **Performance Analysis** — an asset class breakdown, 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 chart, ready to copy and share

Compound Interest & Investment Growth Planner

- 📈 **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 your age, a balance, an investment's value, a rate, or a monthly contribution and every target, projection, ranking, and chart updates automatically, with no manual work required. See where you stand today, how your investments are performing, and whether you're on track for the retirement you want, all in one connected toolkit.

**What's Included**

- 4 spreadsheets in one bundle

- Instant .xlsx download

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

- Works on all devices

- 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 in every workbook

- 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 plan for their financial future: people working out how much they need to retire and whether they're on track, investors tracking stocks, property, funds, or other assets, and savers planning long-term goals. Whether you're comparing retirement ages, finding your net worth, ranking your best and worst performers, 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**