$19, Fits your $30 budget
Cover illustration. The files are listed under What's inside.
Investment Performance Charts
Investment performance charts for portfolio value, allocation, benchmark returns, drawdowns and risk, 40 designs with fictional sample data.
$19
Fits your $30 budget
Added to your cart.View your cart
- Includes the Standard license: personal, commercial and client work for one person.
- Instant download after payment, plus an email with links that stay active for 30 days.
- Refund within 14 days if you haven't downloaded it yet, if it doesn't work in the supported software listed here, or if it's faulty and we can't fix it.
- Contents
- 40 charts
- File formats
- .fig, .pptx, .key, Google Slides link, .pdf
- Supported software
- Figma, PowerPoint, Keynote, Google Slides
- Download size
- 24 MB
- Good for
- Client portfolio reports
- Fund factsheets
- Fintech app screens
About this product
Fictional holdings and neutral sample values fill all 40 charts, ready to be replaced with real figures. The set includes portfolio value over time, asset allocation donuts and treemaps, performance against a benchmark, returns by period from one month to five years, drawdown charts, risk and return scatter plots, dividend income bars and holdings tables.
Client reports, fund factsheets and fintech app screens can share one visual style, which spares financial advisors and fund marketers from restyling charts for each format. Product teams work in the Figma file, client meetings use the PowerPoint and Keynote files with native charts or the Google Slides copy, and a PDF shows the full set.
What's inside
- 40 investment charts with fictional sample data
- Portfolio value, allocation and benchmark comparisons
- Period returns, drawdowns and risk-return scatter plots
- Dividend income bars and holdings tables
- Figma, PowerPoint, Keynote, Google Slides and PDF files
License
Standard license
Included with every purchase
For one person. Use the assets in unlimited personal and commercial projects, including work you deliver to clients.
Allowed
- Build your startup's pitch deck from a presentation template
- Use the same asset in as many of your projects as you like
- Design a client's website with a UI kit and hand over the finished site
- Use an icon set throughout your company's web app
Not allowed
- Reselling, sharing, sublicensing or giving away the files, as they are or modified, for example on stock sites or marketplaces
- Uploading the files anywhere others can download or extract them, such as a public repository
- Letting several people work from one Standard license (a Team license covers that)
- Selling print-on-demand merchandise or templates built on the assets without an Extended license
$19, Fits your $30 budget
$19, Fits your $30 budget
$19, Fits your $30 budget