Features

BUY THE INVESTING TOOL & THE INVESTING MONEY LIKE A BOSS BOOK TODAY!

 

http://www.theinvestingtool.com/buy/

You can also buy them separately if you wish!

The Investing Tool can be purchased here, and Investing Like a Boss can be purchased here.

They now comes in TWO versions: U.S. & Canadian.





AUTOMATED AS MUCH AS POSSIBLE

I automated as much as I could and made it as simple as possible because I’m lazy.

YOU CAN LIST FUNDS AND ACCOUNTS TO TRACK

All the funds and stocks can be listed here, categorized, and tracked for total fees across the entire year.

Once you enter the funds in here, it is automated across all the other charts and sheets without you having to re-enter the information in any longer.

You can also track your accounts which are also chosen:

Note: The above screenshot shows the Canadian version, the U.S. version is also available.

All of your accounts are also tracked and assigned a Rebalancing Strategy which automatically updates and is summarized by quarter.

You can then choose it from a dropdown list such as what’s shown below:





THREE SEPARATE REBALANCING STRATEGIES ARE AVAILABLE FOR USE

You can create up to three unique rebalancing strategies to assign to each account and will see it by quarter.

You can see the summary by quarter for each account and strategy across what you have chosen. All of this is automated, and summarized by account and strategy.

It all then summarizes up into each separate Rebalancing Strategy (automatically, based on what you chose for each account).

You can also enter in what you are planning on contributing this quarter (ANY amount), and it will automatically tell you how much you need to put into each Category to bring it back to your original strategy as you have chosen.

AUTOMATED CHARTS AND TRACKERS

There are automated charts and trackers that update each quarter.

All of the following charts are available and completely automated:

  • Portfolio Totals by Quarter & Account
  • Portfolio Breakdown across all Accounts by Category & Quarter & Strategy
  • Portfolio Breakdown across all Accounts by Category in percentages (%)
  • Average weighted fees by account (Weighted MER)
  • Average dollar savings by quarter versus what Other Investors pay on average

 

BUY THE INVESTING TOOL & THE INVESTING MONEY LIKE A BOSS BOOK TODAY!

 

http://www.theinvestingtool.com/buy/

You can also buy them separately if you wish!

The Investing Tool can be purchased here, and Investing Like a Boss can be purchased here.