Two pages to write down your recurring purchase plan, then check it against actual contributions and costs. Download the PDF, print it and complete it by hand.
Free, without registration. Version v1. This is a printable worksheet, not an interactive PDF form or a spreadsheet with formulas.
For someone who wants to define contribution amounts and dates, compare them with available cash and keep fees visible. Use it for a first draft or a paper review of an existing plan.
The worksheet does not select assets or promise a return. It does not replace your own risk assessment or a complete investment policy.
The original file contains no personal data, current quotes or investments selected for you. Information you write stays in your own copy; the site does not read the completed PDF.
A completed PDF cannot be imported into the app. The site uses its own JSON backup for data recovery; this PDF does not create transactions or synchronize with an account.
Illustrative inputs: a 1 USD fixed fee, a 0.10% percentage fee, your fee-share limit of 0.50%, a 1 USD minimum order and a 10,000 USD maximum. Under method dca-fee-budget-cents-1, the first qualifying order budget is 250 USD.
| Measure | USD |
|---|---|
| All-in order budget | $250.00 |
| Fee deducted from that budget | $1.25 |
| Remaining for the purchase | $248.75 |
The fee is 1 USD plus 0.10% of the gross order. The percentage component rounds to the nearest cent, with half cents rounded up. A 1.25 USD fee is 0.50% of 250 USD. Stepwise rounding means a larger order does not always meet the selected limit.
This is an example of the stated model, not an exchange tariff, a verified provider minimum or a recommendation to invest 250 USD. Spreads, network fees, asset prices and returns are excluded. Check the method and limitations.
Five core questions cover fees, planned and recorded cash, and average purchase cost. Three optional questions cover partial sales, future-dated records and fee-rounding steps. Each answer leads to the calculation and its method.
Optionally save practice in this browser and explicitly resume after reloading. A simple review schedule uses UTC dates: the next day, then 3 and 7 days; early practice does not advance the stage. Learning data is separate from account sync and does not change your budget.
Have your own PDF or study text? Select excerpts, write questions and answers, and prepare a separate TSV. Make cards from your material.
Continue the same exercises in Anki: first the question and choices, then the answer, calculation and source method. The deck contains the five core and three extra examples. It contains no website-session answers, budget or portfolio records.
Free APKG package, version v1, with eight new cards. The deck and note type are included. Anki controls review intervals; downloading does not connect it to a DCA Finance account.
In Anki, import the APKG file. Check the destination deck and update options before confirming. The official Anki 26.09.4 backend passed first and repeat imports, both languages and a test-card update preserving its schedule. The import dialog and options depend on your app.
Official Anki package-import instructions.
TSV is a manual-import alternative. First create a “DCA Finance Practice” note type with ID, Front and Back fields in that order. Use Front on the question side, and FrontSide plus Back on the answer side. In the import preview, select Tab and HTML, then map ID/Front/Back/Tags to ID/Front/Back/tags. ID is the ordinary first field, not an Anki GUID.
Question template: {{Front}}. Answer template: {{FrontSide}}<hr id="answer">{{Back}}.
Download TSV for manual import · Anki text-import settings.
Keep one format for updates. Matching notes and preserving your edits depend on import settings; switching between APKG and TSV is not promised to merge existing cards.
Open the free dashboard to enter your own income, payments and actual contributions manually. To check your own fees, open “What purchase amount meets your fee limit?” in the historical DCA calculator: that block calculates costs without a price series.
Download the two-page PDF worksheet · DCA Finance methodology