Tools

Simple Portfolio Rebalancing Spreadsheet

May 3, 2022 3 min read Tools Concepts Rebalancing Videos

Investors who try to maintain any given asset allocation in a portfolio will soon find that asset price ups and downs have taken that portfolio "out of whack." Here’s a quick explanation of rebalancing - getting that portfolio back in line - with a helpful tool to make the process easier.

Portfolio Backtest Shortcut Tool explainer

Apr 18, 2022 1 min read Tools Test Portfolios Videos

Wouldn’t it be great to be able to generate the link for backtests on Portfolio Charts and Portfolio Visualizer at the same time? Thanks to Mark’s original tool, and Karen’s improvements, now there is a way. Here is a short explainer on this shortcut tool...