This page should include strategic tools and trackers that help users plan, monitor, and optimize their investment portfolios. Unlike calculators (which give quick projections) or budgeting templates (which manage cash flow), investment tools are meant to guide long-term wealth building and portfolio decisions.
🔹 Portfolio Tracker
- A spreadsheet or linked tool where users can log their investments across accounts (401(k), IRA, brokerage, etc.) and track growth.
🔹 Asset Allocation Planner
- Helps users define and rebalance their ideal stock/bond/cash mix based on age, FIRE goals, and risk tolerance.
🔹 Dividend Tracker
- Tracks expected dividends by stock or ETF and projects monthly/annual passive income.
🔹 Investment Fees Analyzer
- Shows how fees from mutual funds, advisors, or ETFs affect long-term returns.
🔹 Index Fund Comparison Tool
- Lets users compare performance, fees, and sector allocation of popular FIRE-friendly index funds.
🔹 Real Estate Investment ROI Calculator
- Analyze cap rate, cash-on-cash return, and long-term rental yield (different from basic FIRE retirement calculators).
🔹 Backtesting Tool Links or Templates
- Provide tools or templates where users can simulate their portfolio performance using historical data.
🔹 REIT vs. Rental Property Comparison Tool
- Helps compare hands-off real estate investing with direct ownership.
🔹 Crypto or Alternative Investment Tracker (optional based on audience)
- For FIRE followers diversifying into Bitcoin, gold, art, etc.