Investment Tracker

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

PortPortfolio
Add your investments, type ticker symbols, company names, or fund
names over the examples or add more on additional rows. Select an
Add your investments, type ticker symbols, company names, or fund names over the examples or add
asset category and enter the number of shares.

Click the Add Column button to add additional columns like Ticker Symbol or Exchange.

To refresh
To refresh the data,
the data, clickclick
any any of stocks.
of the the On the Data tab, in the Queries & Connections
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 When
Change Categories customize to your
an asset portfolio goals.
category
When an asset
and Mycategory
Targetexceeds
to the Threshold, theThreshold,
exceeds the amounts will
thebe highlighted in yellow.
customize to your amounts will be highlighted in
portfolio goals. yellow.
s and asset allocation. The Excel Stocks data type will
ets. There are two worksheets, Portfolio and Asset
e 365 subscription-only feature.
asset allocation. The Excel Stocks data type will keep your portfolio up to date with current prices and details o

ver 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.
Exchange.

& Connections group, click Refresh All or press Ctrl+Alt+F5.

hted in yellow.
urrent prices and details of your assets. There are two worksheets, Portfolio and Asset Allocation, described belo

the number of shares.

llocation, described below. Note: The Excel Stocks data type is an Office 365 subscription-only feature.
on-only feature.
 Investment Tracker
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PortPortfolio

The Company Category Shares

Add #VALUE! US Stocks 1,200
#VALUE!
Click the Add Column button to add additional Bondslike Ticker Symbol or Exchange.
columns 1,300
To #VALUE! International Stocks 1,200
#VALUE! Cash 10,000
#VALUE! Real Estate 125
#VALUE! Commodities 100
Total
Price Change Change (%) Portfolio % Value
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
#NAME? #NAME? #NAME? #NAME?
 Investment Tracker
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AssAsset Allocation

Commodities
There is a bar graph that visually compares the actual percentage of investments in each category to
Real Estate

Cash

Bonds

International Stocks

US Stocks

Category
0 0.1 0.2 0.3 0.4 0.5 0.6
Actual My Target

The Category My Target Actual Difference Threshold

TheUS Stocks 55% #VALUE! 5%
When
International
an asset category
Stocks exceeds the 20% #VALUE! 5%
Bonds 10% #VALUE! 3%
Cash 5% #VALUE! 1%
Real Estate 5% #VALUE! 1%
Commodities 5% #VALUE! 1%
tments in each category to the targets set in the table below, in rows 19-25.

0.5 0.6

Value
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?
#NAME?