Investment Portfolio Planner
Bring your investments together. Explore different assumptions. See how your plan could develop over time.
A practical Excel workbook for looking beyond a single growth calculation and planning across your portfolio.
Not available to purchase yet. Final price, package contents and Excel compatibility details will be confirmed at launch.
From a quick calculation to a fuller plan
| Feature | Free calculator | Excel planner — planned |
|---|---|---|
| Investment view | One combined balance | Multiple individual investments |
| Growth assumptions | One return after fees | Returns and fees by investment |
| Comparisons | Change inputs and compare results | Lower, base and higher growth scenarios |
| Market fall scenario | Not included | Included |
| Goal tracking | Final balance against one goal | Goal progress and contribution planning |
| Save your planning assumptions | Current browser session only | Save your own Excel workbook |
Start exploring while the planner is on its way.
Try your own investment assumptions in the free calculator. No account or email address is required.
Try the free calculatorA few useful details
Who is this planner for?
People who want to organise their investment assumptions and compare possible long-term outcomes. You choose the figures; the workbook helps you see their effect.
Will it recommend investments?
No. It will not choose investments, supply live prices, or predict market performance. It is a planning tool based on the figures you enter.
When can I buy it?
The workbook is being prepared and reviewed. Sign up through our contact page for launch updates. There is no pre-order or payment at this stage.
Illustrative planning only. Results depend on your inputs and are not forecasts, guarantees or personalised financial advice. Investment values can fall.