The Toolkit

Tools, templates and guides

• Rhodes Cheat Sheet | Your Quick Travel Guide

  Planning a trip to Rhodes? Download my free Rhodes Cheat Sheet for a quick, practical guide to the best areas to stay, things to do, beaches, food, day trips and essential travel tips.

• Grow Your Wealth in Europe: A Young Investor's Guide

  An investing guide written for Europe, not translated from America. UCITS ETFs, building a portfolio you can hold through a crash, and the fees and tax traps that catch beginners.

• Monthly Budget Planner

  A free Google Sheets budget planner. Log what you spend, and it fills in the rest — income, expenses, savings and investments, month by month and across the year.

• Portfolio & Dividend Tracker

  A Google Sheets tracker for stocks and ETFs. Live prices, dividends by month and by ticker, realised and unrealised return, and your best and worst performers — in USD, EUR or GBP.

Questions

What do I get when I buy?

A PDF with step-by-step instructions and a link to the Google Sheets template. Open the link, copy the sheet to your own Google Drive, and it is yours to edit.

Do I need Excel?

No. The trackers and the planner are Google Sheets templates, so a free Google account is all you need. The book is a PDF and reads on anything.

How is it delivered?

By email, as soon as the payment clears. The download link stays valid for seven days, so save the file rather than relying on the link later.

Which currencies can I track?

The Portfolio & Dividend Tracker supports USD, EUR and GBP, which matters if you hold assets across more than one exchange.

Is the budget planner really free?

Yes. The Monthly Budget Planner costs nothing — it is the same Google Sheets template as the paid tools, with annual and monthly dashboards and categories you set yourself.