![]() Now that you’ve got a list of assets with the little building icon, click on one of them. You can do a bunch at once if you’d like there’s no need to do them one at a time. When you hit that Stocks button, every ticker symbol will change into the full name of the asset. You must have either a free Microsoft account or a paid Microsoft 365 subscription to access this function. If you do not see the Stocks option, it may be that you’re not signed in. Once you have them there, go to the Data tab in Excel and select Stocks as the Data Type (highlighted in green). The next step is to copy and paste them into open space on the right. You can follow the same steps when you add your own assets to the spreasheet.įirst, I entered the ticker symbols in the C column. I’ll show you how I added the ticker-tracking ability to my old spreadsheet. You can easily find the breakdown at Morningstar and other finance sites.įinally, you’ll get a chart showing the same asset allocation data in numerical format by percentage and a similar chart showing how far off you are in dollars and cents from your desired balance in each category. ![]() Many will be 100% in one category, but a balanced fund or actively managed fund may have a mix of US stocks, international stocks, and bonds, for example. The next donut over is your actual allocation at the moment.įor each asset that you include in the main list, you’ll assign a percentage of each asset class. To the right of the account list is a desired asset allocation that you can adjust in the chart at the bottom.Īvailable options are US Stock, International Stock, Bonds, Alternatives, and Cash. When you do so, the sheet will add up the assets that you have in each account and give you the percentage that each account contributes to your overall portfolio. ![]() You can add more if needed or delete a bunch if you’ve got a simpler portfolio.Įach line has a dropdown box that lets you assign an account type to it. Here’s what the template will look like when you first open it. If you like what you’ve heard, download the sheet and read on to learn how to add your investment portfolio and other assets to the sheet. Once you’ve got it set up, you only need to update your shares owned when you buy, sell, or reinvest dividends. Updating the sheet doesn’t take much effort. Your job is to enter your assets, their symbols, and how many shares you own. The sheet I’ve designed will automatically update the net asset value of any asset with a ticker symbol that Excel recognizes, which numbers in the thousands. You can make it as detailed as you want it to be, add your own notes or formulas, and play around with what-if scenarios easily.įortunately for you, I’ve done a lot of the leg work, and with the simple tutorial that follows, you’ll be able to track your portfolio and any assets you wish to add without much hassle. There are some things online apps don’t have, and that’s the virtually unlimited customization available in a spreadsheet. You can read more with my top tips and tricks in this review of Empower. There are some things Empower does automatically that my spreadsheet doesn’t do, like automatically calculate a detailed breakdown of your allocation to large caps, mid caps, small caps, growth, value, REITs, etc… It also lets you compare returns graphically, has a retirement planner, and other cool stuff. Empower is my favorite, and I use it to compile data from several different brokerage accounts when updating my own spreadsheet. ![]() Their are free online solutions, as well. Using a spreadsheet of your own isn’t the only way to track net worth. The file is available for download below, but before you grab your copy, have a look at the instructions that will make it easy for you to tailor this sheet for your own portfolio.īenefits of a Personalized Net Worth Tracker I don’t own any iDevices, so I can’t speak for Apple’s Numbers software, but you can obviously use this sheet with Excel or Google Sheets on an Apple device. A previous version had this capability with the addition of an extension, but I’ve since discovered a way to use Excel’s built-in tools.įurthermore, the sheet can be exported to Google Sheets, and with a few tweaks, it will work well there, as well. It can be set up to automatically update the value of your stocks and funds using their ticker symbols. The latest version of the spreadsheet is the best yet. ![]()
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