Disciplined Portfolio and Investment Planner

📊 Plan with Clarity

Take control of your investments with a simple, disciplined system. Track contributions, visualize allocations, and get an instant portfolio snapshot — all in one view.

✅ Total portfolio dashboard
✅ Allocation chart by ETF or asset class
✅ System-level performance & macro view

🧮 Log Trades Automatically

Every share, price, and value — organized and calculated. No more guessing where your money’s going.

✅ Purchase log by ticker, date, share amount
✅ % allocations updated in real time
✅ Clean, editable format for full control

🎯 Stay Allocated and Rebalance Easily

Compare target vs. actual allocations. See what’s off, what’s performing, and where to rebalance.

✅ Automatic inputs across tickers
✅ Rebalance signals built-in
✅ Unrealized P/L calculated per position

📈 Monitor Performance Over Time

Track your ETF performance with a clean line chart and clear reference points.

✅ Visualize trends
✅ Stay emotionally grounded
✅ See your growth without the noise

🔮 Plan Your Retirement — Your Way

Forecast your future with a built-in retirement calculator powered by your real inputs. No generic assumptions — just your plan, modeled out.

✅ Monte Carlo simulation
✅ Contribution sliders + expected returns
✅ 10th–90th percentile projections
✅ See where you're headed — and how to adjust

🔷 What's Included:

• Instant Google Sheets access

• Fully editable & customizable

• Easy onboarding walkthrough

• Lifetime access + future updates