See your retirement picture clearly with a streamlined portfolio tracker built for long‑term investors. Monitor multiple accounts, visualize growth, and make data‑driven decisions. Automated charts and allocation insights keep you organized and on track. Works in both Microsoft Excel and Google Sheets.
Key Features
- All accounts in one dashboard for a complete view
- Performance and growth tracking over time
- Asset allocation analysis for balanced investing
- Automated calculations with clear visual charts
- Dividend and income tracking to monitor cash flow
- Rebalancing insights to maintain your target mix
- Clean, intuitive layout for quick updates
- Works in Excel and Google Sheets on Mac, PC, and mobile
What’s Included
- Step-by-step instructions
- Four spreadsheet files: sample and blank versions for both Excel and Google Sheets
- Editable templates for Excel and Google Sheets
- Access via PDF link to Google Sheets and downloadable Excel files
How It Works
- Purchase and download instantly.
- Open the included PDF to access the Google Sheets link.
- Download the Excel template if using Excel.
- Open, make your copy (Google Sheets) or open the file (Excel), then start planning.
Important Notes
- Digital product only; no physical item will be shipped.
- All sales are final due to the nature of digital downloads.
- Colors may vary by device display.
- Best editing experience on a desktop or laptop.
- Requires a Google account for Google Sheets or Microsoft Excel software.
Frequently Asked Questions
Can I use this in both Excel and Google Sheets?
Yes. You can download the Excel file or use the Google Sheets version via the link in the PDF.
How do I access the Google Sheets template?
Open the PDF after purchase and click the link. Make a copy to your Google Drive to start editing.
Does it work on phones or tablets?
Yes, it’s compatible, but for full editing and chart views we recommend using a desktop or laptop.
Can I edit the template?
Yes, the spreadsheets are editable in both Excel and Google Sheets so you can tailor them to your needs.
License & Usage Rights
Commercial use allowed for your own business or client work. Do not resell, share, or redistribute the files or templates, in whole or modified. One license per purchaser.
