Build your portfolio
Enter up to 20 investments, balances, monthly contributions, returns and fees in the yellow cells.
Available now
Investment Portfolio Planner
Bring your investments together. Explore different assumptions. See how your plan could develop over time.
Understand what you are putting in, what growth could add, and what it could take to reach your goal.
- Up to 20 investments with individual balances and monthly contributions
- Your own return and fee assumptions over 0–50 years
- Clear results, growth charts, allocation and goal progress
- Lower/base/higher scenarios, market-fall testing and sensitivity analysis
Six tabs. One clear planning process.
Understand the outcome
Review the projected balance, money invested, growth after fees, inflation-adjusted value and goal status.
Test the assumptions
Compare lower, base and higher returns, a market fall and different planning horizons.
From a quick calculation to a fuller plan
| Feature | Free calculator | Excel planner |
|---|---|---|
| Investment view | One combined balance | Up to 20 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 |
A few useful details
What you receive
One ZIP package containing two .xlsx workbooks (clean template and worked example), a two-page quick-start PDF and a licence. Each workbook has six tabs: Start Here, Portfolio, Results, Scenarios, Calculations and Instructions.
What software do I need?
Microsoft Excel is required and is not included. This is an .xlsx workbook. Google Sheets, Apple Numbers and mobile compatibility have not been verified.
Can I use another currency?
Yes. Enter every amount in one consistent currency. The workbook uses a dollar symbol as a display convention; it does not convert currencies.
What this planner does not include
No live prices, trade tracking, tax calculations, withdrawals or changing contribution schedules. All entered holdings, including superannuation, count towards your goal; access restrictions are not modelled.
Need help with the workbook?
Contact Coombs Wealth for product support. Contact us
Illustrative planning only. Results depend on your inputs and are not forecasts, guarantees or personalised financial advice. Investment values can fall.