![]() Google Finance functions pull in the same data for stocks as it does for mutual funds (except there's no mutual fund expense ratio). In the current version I use, I just incorporate them into the Holdings sheet. The original version of this spreadsheet, linked to above, contains a separate sheet for stocks. The spreadsheet works with individual stock holdings as well. A Google Finance function pulls in the data and the weighted expense ratio is just a simple formula. It works the same with the fund expense ratio. The spreadsheet pulls in the price using a Google Finance function, and the total value is then automatically calculated based on a simple formula. ![]() Next you'll enter the number of shares that you own for each investment. (The video below explains how to do this.) For example, you could add categories for REITs, emerging markets or small cap stocks. The drop-down contains most major asset classes, but you can add more. All of the other cells contain calculated values based on the Ticker.įor each fund we need to designate an asset class (Category column). The color coded cells in the columns for Account, Symbol (i.e., Ticker) and Shares are the cells where you need to enter information. And you could include mutual funds, ETFs, stocks, whatever you'd like. ![]() But this is where you start and you want to enter your portfolio. This is not my actual portfolio, though, I do own many of the mutual funds that are listed here. The data that I have in here is just demo data. The first step in using the spreadsheet is the Holdings sheet. It consists of three sheets–Asset Class, Holdings and Stocks. And as you'll see, it's a great tool when it comes to rebalancing your portfolio. It's extremely easy to use and will help you track your investments, asset allocation and mutual fund fees. ![]() You can get a free copy of the spreadsheet here. I'm going to walk through the spreadsheet in this article and video (see below). ![]()
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