📊
Retirement Portfolio
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💾 Cloud Database

Data stored in Cloudflare KV — auto-syncs across all devices
💡 Export XLSX regularly for personal backup
—Portfolio history (snapshots)
—Transactions
—Last updated

📊 Manage Funds

Toggle a builtin fund off to hide its input from the snapshot form (historical data is kept). Custom funds are tracked by value only — perfect for new RMFs, ETFs, crypto, etc.
📚 Instructions & Schema
XLSX file structure — 2 sheets:

Sheet 1: History (17 columns)
Date | PVD | PVD_Cost | TLWORLD_X | TLWORLD_X_Units | TLWORLD_X_Cost | TLWORLDRMF | TLWORLDRMF_Units | TLWORLDRMF_Cost | TLMMRMF | SGOV_THB | SGOV_Units | SGOV_Cost_THB | DIME_FCD_THB | Contribution | USD_THB | Notes

Sheet 2: Transactions (8 columns)
Date | Fund | Type | Shares | CostPerShare | Amount | Note | Timestamp
Fund = PVD / TLWORLD_X / TLWORLDRMF / TLMMRMF / SGOV / DIME_FCD  ·  Type = buy / sell / div
Retirement Portfolio · Updated —
Portfolio Value
฿—
—
Portfolio NAV
—
—
TWR
—
Time-Weighted
MWR / IRR
—
Money-Weighted
Gain / Loss
—
Total invested —
Portfolio vs Target
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Total / ฿53.3M (age 60)
Portfolio Value
— Current Value — Cumulative Cost
📈 Portfolio vs Target Checkpoint
⚡ Comparing whole portfolio (equity + bond + cash) against checkpoint
Asset Allocation
Equity
—
Target 80%
Bond / Cash
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Target 20%
Fund Details
FundValueUnitsNAVCostGain/LossType
🎮 Portfolio Checkpoints
🥚
タマゴ
Egg
☆☆☆☆☆
財の種、まだ眠る...
Next Checkpoint (Total)
—
—
—%
Reached
📸 Save Portfolio Snapshot
Enter only current prices/NAV — units and cost basis derived from Transactions
✏️ Editing snapshot for  Cancel
PVD — Enter from MFC App
Equity Funds — Enter current NAV (฿/unit)
SGOV & Cash
🔮 Retirement Forecast
Calculated at 6%/yr growth + DCA from transactions
Not enough data
📋 Snapshot History
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📝 Transaction Log
Specify which fund you added/withdrew money from