Track bonds, unit trusts (UTT AMIS), cash, and land. Data saves automatically in your browser.
📈 Your Retirement Dashboard
Total Portfolio Value:TZS 0
Monthly Passive Income:TZS 0
Annual Return (%) :0%
Retirement Gap:Not set
Assets / Holdings
Asset Name
Type
Current Value (TZS)
Purchase Price
Gain/Loss (TZS)
Annual Yield (%)
Monthly Income (TZS)
Actions
Bond Interest Schedule
Bond Name
Next Interest Date
Amount (TZS)
Frequency
Reinvest?
📥 Download Portfolio Tracker (Excel)
Click the button below to download a ready‑to‑use Excel file (.xlsx) with all sheets:
📊 Dashboard
📈 Assets
💰 Bond Interest Schedule
📅 Monthly Contributions
📉 Retirement Projection
💡 Tip: After downloading, open with Microsoft Excel or Google Sheets (upload to Drive then open).
📘 How to Use Your Portfolio Tracker
Web Tracker (this page):
- Add your assets (bonds, UTT, cash, land).
- Data saves automatically in your browser (localStorage).
- Update values monthly to see your progress.
- Use “Save Data” button to confirm changes.
Excel Version:
- Download the Excel file.
- Enter your holdings in the “Assets” sheet.
- The “Dashboard” sheet auto‑calculates total value, monthly income, and return.
- Use “Bond Interest Schedule” to track coupon dates.
- The “Retirement Projection” sheet shows year‑by‑year growth.
For Premium Members:
- Update once a month and compare to your retirement gap.
- Share your dashboard with our WhatsApp group for feedback.
- Need help? Reply to your welcome email.
The Secrets of Wealth Building Simplified
+255-713411148
info@retirewealthier.co.tz
Plot No. 2207-29 Sokoine Drive, Ohio St. NIC-Life House Building , Dar-Es-Salaam Tanzania
