Investor Starter Kit — US Edition
$14.99 CAD
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Best valueDigital download
Investor Starter Kit — US Edition
$14.99 CAD
$12.00 CAD with code ASSET20 at checkout, until Dec 1
Instant download: PDF and spreadsheet · Updated for 2026
The US guide and the Portfolio Tracker together, for less than buying them separately. Learn which accounts to open and what to buy, then keep track of it all in one spreadsheet.
- Investing Starter Guide, US Edition 2026 (26-page PDF)
- Portfolio Tracker for Excel and Google Sheets
Instant download: a .zip with the PDF and spreadsheet, plus a link to your own Google Sheets copy.
Educational only, not financial, tax or legal advice.
What’s in the kit
- The accounts
- 401(k), Roth and Traditional IRA and HSA, with 2026 limits, catch-up amounts and deadlines.
- What to buy
- Index funds and target-date funds, tickers to look up, and what fees cost you over time.
- Dashboard
- Value, gains, dividend income, contribution room left and progress toward your goal.
- Live prices
- In Google Sheets, prices and the USD/CAD rate update on their own. In Excel you type them in.
How we keep it accurate
- Official sourcesEvery limit and tax rule comes from the IRS, and each source is listed at the back of the guide.
- Updated every yearThis is the 2026 edition. Each guide is reissued when the next year’s limits are announced.
- IndependentNo fund company or brokerage pays us, and the guides have no affiliate links.
Questions about the content? Email hello@assetclassco.com or read how we make the guides.
Sample pages
Read a free sample (PDF)The cover, contents and Chapter 1
