Investment Tracker

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The Investment Tracker template will allow you to track your investments and asset allocation. The Excel Stocks data typ
will keep your portfolio up to date with current prices and details of your assets. There are two worksheets, Portfolio and
Asset Allocation, described below. Note: The Excel Stocks data type is an Office 365 subscription-only feature.
The Investment Tracker template will allow you to track your investments and asset allocation. The Excel Stocks data type wil

PorPortfolio
Add your investments, type ticker symbols, company names, or fund names over the examples or add more on additional rows.
Add your investments, type ticker symbols, company names, or fund
names over the examples or add more on additional rows. Select an
asset category and enter the number of shares.
Click the Add Column button to add additional columns like Ticker Symbol or Exchange.

To refresh the data,

To refresh clickclick
the data, any any
of the
of stocks.
the On the Data tab, in the Queries & Connections group, click Refresh All
stocks. On the Data tab, in the Queries
& Connections group, click Refresh All
or press Ctrl+Alt+F5.

AssAsset Allocation
Change Categories and My Target to customize
Change Categories to your
When an asset portfolio goals.
category
When an asset category
and My Targetexceeds
to the Threshold, theThreshold,
exceeds the amounts will
thebe highlighted in yellow.
customize to your amounts will be highlighted in
portfolio goals. yellow.
 tion. The Excel Stocks data type
e two worksheets, Portfolio and
scription-only feature.
The Excel Stocks data type will keep your portfolio up to date with current prices and details of your assets. There are two worksheets, Po

or add more on additional rows. Select an asset category and enter the number of shares.
Click the Add Column button
to add additional columns like Ticker
Symbol or Exchange.

oup, click Refresh All or press Ctrl+Alt+F5.

. There are two worksheets, Portfolio and Asset Allocation, described below. Note: The Excel Stocks data type is an Office 365 subscriptio
ype is an Office 365 subscription-only feature.
 Investment Tracker
Inv

PorPortfolio

The Company Category Shares Price

Add #VALUE! US Stocks 1,200 $ 131.49
#VALUE!
Click the Add Column button to add additional columns Bonds Symbol or Exchange. 1,300 $
like Ticker 10.82
To #VALUE! International Stocks 1,200 $ 28.11
#VALUE! Cash 10,000 $ 1.00
#VALUE! Real Estate 125 $ 126.03
#VALUE! Commodities 100 $ 125.81
Total
 Change Change (%) Portfolio % Value
$ (0.61) -0.46% 65% $ 157,788.00
$ - 0.00% 6% $ 14,066.00
$ 0.17 0.61% 14% $ 33,732.00
$ - 0.00% 4% $ 10,000.00
$ 0.23 0.18% 6% $ 15,753.75
$ 0.60 0.48% 5% $ 12,581.00
$ 243,920.75
 Investment Tracker
Inv

AssAsset Allocation

Commodities
There is a bar graph that visually compares the actual percentage of investments in each category to the targets set in the table b
Real Estate
Cash
Bonds
International Stocks
US Stocks
Category
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7

Actual My Target

The Category My Target Actual Difference Threshold Value

TheUS Stocks 55% 65% 9.7% 5% $ 157,788.00
International
When Stocks exceeds the 20%
an asset category 14% -6.2% 5% $ 33,732.00
Bonds 10% 6% -4.2% 3% $ 14,066.00
Cash 5% 4% -0.9% 1% $ 10,000.00
Real Estate 5% 6% 1.5% 1% $ 15,753.75
Commodities 5% 5% 0.2% 1% $ 12,581.00
to the targets set in the table below, in rows 19-25.