The Portfolio Builder + 90-Day Roadmap

Written to go with How to Invest $50–$5,000. Two tools, one price.

• The Portfolio Builder Spreadsheet (Google Sheets + Excel): tracks contributions, holdings and cost basis in one place, with rebalancing prompts and a compounding projector
• The 90-Day First Investment Roadmap (8pp): dated tasks in four phases, from cash buffer and debt triage to your first automatic contribution

Instant digital download, emailed after checkout. Nothing ships.

Educational material only. Not financial advice, and not a recommendation of any specific investment or provider.