Description
Bring your portfolio back to its target mix: current vs target allocation, how much to buy or sell of each holding, including new cash.
- Automatic summary: Portfolio value, Portfolio after new cash, Targets check (should be 100%)
- Calculated for you: Current allocation, Target value, Buy / (sell), Action
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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