Scribd
Upload
22 views7 pages

Investment Tracker

The Investment Tracker template is designed to help users monitor their investments and asset allocation using Excel. It features two worksheets: Portfolio for tracking individual investments and Asset Allocation for visual comparison against target percentages. The Excel Stocks data type provides real-time updates on asset prices but requires an Office 365 subscription.

Uploaded by

Iou
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
22 views7 pages

Investment Tracker

The Investment Tracker template is designed to help users monitor their investments and asset allocation using Excel. It features two worksheets: Portfolio for tracking individual investments and Asset Allocation for visual comparison against target percentages. The Excel Stocks data type provides real-time updates on asset prices but requires an Office 365 subscription.

Uploaded by

Iou
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 7

Investment Investment Tracker

The Investment Tracker template will allow you to track your investments and asset allocation. The Excel Stocks data type wil

Portfolio Portfolio
Add your investments, type ticker symbols, company names, or fund names over the examples or add more on additional row

Asset AllocAsset Allocation


The Excel Stocks data type will keep your portfolio up to date with current prices and details of your assets. There are two worksheets, Po

or add more on additional rows. Select an asset category and enter the number of shares.
There are two worksheets, Portfolio and Asset Allocation, described below. Note: The Excel Stocks data type is an Office 365 subscription-o
is an Office 365 subscription-only feature.
Investment Investment Tracker
Portfolio Portfolio
There is a Company Category Shares Price Change Change (%)Portfolio % Value
Add your i #VALUE! US Stocks 1,200 #REF! #REF! #REF! #REF!
Click the Add#VALUE! Bonds to add additional
Column button 1,300 #REF! like#REF!
columns #REF!or Exchange.
Ticker Symbol #REF!
To refresh #VALUE! Internation 1,200 #REF! #REF! #REF! #REF!
#VALUE! Cash 10,000 #REF! #REF! #REF! #REF!
#VALUE! Real Estate 125 #REF! #REF! #REF! #REF!
#VALUE! Commoditi 100 #REF! #REF! #REF! #REF!
Total
Investment Investment Tracker
Asset AllocAsset Allocation

There is a bar graph that visually compares the actual percentage of investments in each category to the targets set in the tab

There is a Category My Target Actual DifferenceThreshold Value


The table aUS Stocks 55% #VALUE! 5% Err:504
Internation 20% #VALUE! 5% Err:504
Bonds 10% #VALUE! 3% Err:504
Cash 5% #VALUE! 1% Err:504
Real Estate 5% #VALUE! 1% Err:504
Commoditi 5% #VALUE! 1% Err:504
ry to the targets set in the table below, in rows 19-25.

You might also like