petalFolio guides
Practical answers for everyday investing.
Learn the numbers behind portfolio returns, wealth tracking and family investment organisation, then use the free tools to put the ideas into practice.
XIRR vs CAGR
When each return measure makes more sense.
Realized vs Unrealized Profit
Understand gains from sold and unsold holdings.
Track Multiple Mutual Funds
Organise holdings, transactions and returns.
Excel vs Investment Tracker
Know when a spreadsheet is enough.
How to Calculate Net Worth
A simple assets-minus-liabilities workflow.
Track Family Investments
Organise portfolios across a household.
How to Calculate Mutual Fund XIRR
A practical XIRR workflow for dated cash flows.