# Investor Thrive!

**5 Planners to Save, Invest, Track & Build Lasting Wealth**

*Set the Goals. Grow the Money. Track the Returns. Plan the Future.*

A complete wealth-building system in five spreadsheets: set and fund your savings goals, project your long-term growth, measure the true return on every holding, track your total net worth, and see exactly what you need to retire. Just enter your numbers and everything else updates automatically.

**What's Inside**

Savings Goals & Wealth Building Planner

— track up to 8 savings goals at once, with required monthly contributions and projected completion dates that include compound growth

- 📝 **Contribution Log** — record your real monthly deposits and compare them to your targets

- 🛟 **Emergency Fund Calculator** — size your 3-month and 6-month safety net and see how much more you need

- 📊 **Priority Ranking** — goals are ranked automatically so you know which to focus on first

Compound Interest & Investment Growth Planner

— project your balance month by month for up to 40 years with monthly, quarterly, semi-annual, or annual compounding, regular contributions, and annual contribution increases

- 🎯 **Milestone Tracker** — see exactly which month and date you'll hit the targets you set

- ⚖️ **Scenario Comparison** — model two investment plans side-by-side to see which grows faster

ROI & Investment Performance Tracker

— track up to 100 investments across stocks, property, funds, and more, with total ROI, annualized ROI (CAGR), fees, taxes, and payback period calculated automatically

- 🏆 **Performance Analysis** — portfolio totals, asset class breakdowns, and Top 10 rankings

- 🔮 **Scenario Planner** — project your portfolio's future value under three different return rates

Net Worth & Wealth Tracker

— list up to 15 assets and 15 liabilities and see your net worth calculated instantly

- 💰 **Income & Expenses** — track your monthly cash flow with category breakdowns

- 📅 **Monthly Snapshot History** — build a running net worth trend with year-over-year comparison

Retirement Wealth Planner

— project your nest egg year by year, in both nominal and inflation-adjusted terms

- 🏖️ **Retirement Number & Withdrawal** — find how much you need, with the 4% rule and your own custom rate side by side

- ⚖️ **Retirement Age Comparison** — compare retiring at 55, 60, 65, and 70

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

- 📈 **Visual Dashboards & Charts** — KPI cards, progress bars, growth curves, and performance charts in every planner

- ✅ **Built-in Guide** — each planner includes a Guide sheet to get you started fast

**Why You'll Like It**

Everything recalculates instantly. Change a goal, a rate, a contribution, a holding's value, or a retirement age and every schedule, result, and chart updates automatically, with no manual work required. The five planners work hand in hand: fund your goals, see where your money could go, check where it actually is, know what you're worth, and plan how long it will last.

**What's Included**

- 5 spreadsheets in an instant .xlsx download

- Compatible with Microsoft Excel 2016+ and Google Sheets

- No macros, plugins, or add-ons needed

- Works with any currency, starting balance, rate, term, or asset class

- Lifetime access and all future updates

**Who It's For**

Savers and investors who want one connected toolkit instead of guesswork, whether you're building an emergency fund, saving toward a big goal, comparing growth scenarios, checking if your holdings are really paying off, or working out whether you're on track to retire.

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