Investment Portfolio + Retirement Planner (Excel) | Portfolio Tracker, ROI, Retirement Goal, Scenarios

Manage your investments and plan your retirement in one professional Excel template.

Track crypto, stocks, ETFs, and bonds, auto-calc ROI & P/L, set a retirement goal, and compare outcomes with scenario analysis (5% / 8% / 10%).

What’s Included

• Investment_Retirement_Planner.xlsx
• Portfolio – asset class, current price, invested, market value, P/L, P/L% (auto)
• Retirement – goal, years, expected return, monthly contribution + 20-year projection
• Dashboard – allocation pie + projected growth line
• Scenarios – FV at 5%, 8%, 10% returns
• Instructions – quick guide
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• README instructions

Features

• Multi-asset portfolio (Crypto/Stocks/ETF/Bonds)
• Auto Invested, Market Value, P/L ($/% )
• Retirement projections with contributions
• Allocation Pie & Projected Growth charts
• Scenario Analysis for planning
• Clean, print-friendly layout + demo data

How It Works

1. Update Current Price (USD) per asset in Portfolio.
2. Set Goal, Years, Return, Contribution in Retirement.
3. Review Dashboard & Scenarios for outcomes.