Description
Keep your portfolio on track in minutes. The calculator shows current vs target %, flags holdings that drifted too far, and tells you the buy or sell amount for each.
What’s inside
- Up to 15 holdings or asset classes
- New-money field (rebalance while you invest)
- Drift alert threshold
- Current vs target chart
Good to know
- This is a digital download — nothing will be mailed to you.
- Works in Microsoft Excel and Google Sheets (free). Instructions for importing into Google Sheets are on the Start Here tab.
- Educational and record-keeping tool — not financial, investment or tax advice. Sample rows use made-up tickers.
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