Investment Planner
Your investments live in 8 apps and 4 brokerages. Pull them into one place. Stocks + crypto + real estate + LP positions + cash — the full p
Your investments live in 8 apps and 4 brokerages. Pull them into one place. Stocks + crypto + real estate + LP positions + cash — the full p
What's inside
- ›16 tabs covering every asset class
- ›LP Positions tracking (capital · distributions · IRR · multiple)
- ›Real estate equity per property
- ›Asset allocation drift detection
- ›10-year projection at 3 scenarios
- ›FIRE Number Calculator
You'll receive
- ✓Excel
- ✓Google Sheets
Frequently bought together
After checkout your files are available immediately — download link on-screen and by email. Nothing ships physically.
This template ships with every input cell empty — a clean, new-car experience. The mockups show sample data for demonstration only; your file starts blank so you never waste time deleting someone else's numbers.
Built & tested in Microsoft Excel (Office 365) + Google Sheets. Mac · Windows · iPad. Does not work in Apple Numbers.
Due to the digital nature of this product, all sales are final once the download has been accessed. Questions before buying? Message us — we reply within 24 hours.
For informational and educational use only. Not financial, tax, legal, investment, or accounting advice. Consult a licensed professional before making related decisions. Dealifi is not liable for any cost, loss, or damage resulting from use of this product.