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Planning template · Investing
Investment Portfolio Tracker
Monitor asset allocation, performance, and rebalancing needs across all investment accounts.
Features
- Multi-account consolidation
- Asset allocation analysis
- Target vs actual comparison
- Performance tracking over time
- Rebalancing recommendations
- Holdings detail by account
How to use
- Enter all investment accounts and balances
- Set your target asset allocation
- Input individual holdings if desired
- Review allocation drift regularly
- Use rebalancing worksheet when needed
Download template
Ready-to-use spreadsheet (opens in Excel or Google Sheets) for your financial planning.