Download asset allocation tracking format in Microsoft Excel and Spreadsheet. You can use this free excel template to keep track of your investments and assets –
- US Stocks
- Bonds and Debentures
- Cash and cash equivalent
- International Stocks and Shares
- Real Estate
- Gold and ETFs
- Mutual Funds
About Assets Allocation Tracking Spreadsheet Format
Once you download this assets and investment tracking spreadsheet format, you will find colored templates and boxes for various categories of investment stated above. You can make list of investments, current value and percentage of investment in total category deck.
Once able to know the investment portfolio easy to match your investment targets. The return on assets is a real portfolio of the company relative to its investment portfolio. The ROA calculator is a real-time evaluation of your portfolio analysis for a specific time period.
You can add more categories as per your investment portfolio. The default currency is US Dollars ($) however, you can change the currency in the template as per your requirement. The template automatically computes percentage of allocation of investment, target amount and percentage of difference from the targeted valuation of investment.
You should conduct an investment portfolio check-up at regular intervals – either monthly, quarterly, or yearly. The periodicity of check-up depends on your investment strategy and ability to control your emotional response to your portfolio performance. This asset allocation template is helpful in conducting periodic assessment of assets and investments.
Download and Use Assets Allocation format in excel
To use this free Assets allocation format in excel, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.
