Investment Tracker
The Investment Tracker template will allow you to track your investments and asset allocation. T
will keep your portfolio up to date with current prices and details of your assets. There are two w
Asset Allocation, described below. Note: The Excel Stocks data type is an Office 365 subscription
Portfolio
Add your investments, type ticker symbols, company names, or fund
names over the examples or add more on additional rows. Select an
asset category and enter the number of shares.
To refresh the data, click any of the
stocks. On the Data tab, in the Queries
& Connections group, click Refresh All
or press Ctrl+Alt+F5.
Asset Allocation
Change Categories When an asset category
and My Target to exceeds the Threshold, the
customize to your amounts will be highlighted in
portfolio goals. yellow.
ts and asset allocation. The Excel Stocks data type
r assets. There are two worksheets, Portfolio and
an Office 365 subscription-only feature.
Click the Add Column button
to add additional columns like Ticker
Symbol or Exchange.
Investment Tracker
Portfolio
Company Category
#VALUE! US Stocks
#VALUE! Bonds
#VALUE! International Stocks
#VALUE! Cash
#VALUE! Real Estate
#VALUE! Commodities
Total
Shares Price Change Change (%) Portfolio %
1,200 #NAME? #NAME? #NAME?
1,300 #NAME? #NAME? #NAME?
1,200 #NAME? #NAME? #NAME?
10,000 #NAME? #NAME? #NAME?
125 #NAME? #NAME? #NAME?
100 #NAME? #NAME? #NAME?
Value
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
Investment Tracker
Asset Allocation
Commodities
Real Estate
Cash
Bonds
International Stocks
US Stocks
Category
0 0.1 0.2 0.3 0.4 0.5 0.6
My Target Actual
Category My Target Actual Difference Threshold
US Stocks 55% #VALUE! 5%
International Stocks 20% #VALUE! 5%
Bonds 10% #VALUE! 3%
Cash 5% #VALUE! 1%
Real Estate 5% #VALUE! 1%
Commodities 5% #VALUE! 1%
0.5 0.6
Value
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
