Companion resources

3 tools · 12 files available

Investing You Can Explain

Write the purpose, horizon, risk limits, costs, and contribution rule before choosing products.

Choose a tool

Start with an example, then protect a clean copy.

Each row keeps the tool version and its two useful starting points together.

Direct access: Files are available without an account or sign-up for personal and household use. Worked examples are fictional or hypothetical, not forecasts, recommendations, promises, or reader outcomes.
I1 · Version 1.0

Personal Investment Plan

Write the investment purpose, key choices, boundaries, and review rules.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Word for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Personal Investment Plan: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyDOCX · 18 KBExplore the worked exampleDOCX · 18 KBRead your-copy instructions (PDF)PDF · 49 KBRead the worked example (PDF)PDF · 63 KB
I2 · Version 1.1

Investment Cost Comparator

Compare fees and other costs under equivalent assumptions.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Excel for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Investment Cost Comparator: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyXLSX · 848 KBExplore the worked exampleXLSX · 912 KBRead your-copy instructions (PDF)PDF · 87 KBRead the worked example (PDF)PDF · 92 KB
I3 · Version 1.0

Portfolio Contribution & Rebalance Planner

See how new contributions could move a portfolio toward a chosen target and record a rebalance rule.

First use: Open the worked example and instructions first. Then save a separate clean copy and replace every fictional or hypothetical entry with your own checked information.

Editable files tested in Microsoft Excel for Windows. PDF copies are printable; PDFs do not calculate. Other applications remain untested.

Portfolio Contribution & Rebalance Planner: fictional worked example — current printable instructions and planning view
Fictional worked example — current printable instructions and planning view
Start with your copyXLSX · 24 KBExplore the worked exampleXLSX · 24 KBRead your-copy instructions (PDF)PDF · 27 KBRead the worked example (PDF)PDF · 29 KB
Download all three tools (ZIP · 1.2 MB)

Use the tools with judgment

These tools organize educational information and scenarios. They do not provide individualized financial, tax, legal, investment, retirement or credit advice. Confirm current rules, account terms and qualified guidance where appropriate.

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