Investment Tracker

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

PortPortfolio
Add your investments, type ticker symbols, company names, or fund
Addnames
your investments, type ticker
over the examples symbols,
or add company
more on names,
additional rows.orSelect
fund names
an 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 the data, click any of the

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

AssAsset Allocation
 Change Categories When an asset category
and My Target
Change Categories and Myto Target toexceeds thetoThreshold,
customize thegoals.
your portfolio
customize to your amounts will be highlighted in
When an asset category
portfolio goals. exceeds the Threshold,
yellow. the amounts will be highlighted in yellow.
ts and asset allocation. The Excel Stocks data type
assets. There are two worksheets, Portfolio and
an Office 365 subscription-only feature.
d asset allocation. The Excel Stocks data type will keep your portfolio up to date with current prices and details

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.
r Exchange.

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

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

r the number of shares.

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

The Company Category

Add #VALUE! US Stocks
#VALUE!
Click the Add Column button to add additional columns Bonds
like Ticker Symbol or Exchange.
To #VALUE! International Stocks
#VALUE! Cash
#VALUE! Real Estate
#VALUE! Real Estate
#VALUE! Real Estate
#VALUE! Real Estate
#VALUE! Real Estate
#VALUE! Commodities
Total
Shares Price Change Change (%) Portfolio %
5,000 $ 131.49 $ (0.61) -0.46% 66%
1,300 $ 10.82 $ - 0.00% 1%
1,200 $ 28.11 $ 0.17 0.61% 3%
10,000 $ 1.00 $ - 0.00% 1%
125 $ 126.03 $ 0.23 0.18% 2%
500 $ 126.03 $ 0.23 0.18% 6%
500 $ 126.03 $ 0.23 0.18% 6%
500 $ 126.03 $ 0.23 0.18% 6%
500 $ 126.03 $ 0.23 0.18% 6%
100 $ 125.81 $ 0.60 0.48% 1%
 Value
$ 657,450.00
$ 14,066.00
$ 33,732.00
$ 10,000.00
$ 15,753.75
$ 63,015.00
$ 63,015.00
$ 63,015.00
$ 63,015.00
$ 12,581.00
$ 995,642.75
 Investment Tracker
Inv

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 0.7

Actual My Target

The Category My Target Actual Difference Threshold

TheUS Stocks 55% 66% 11.0% 5%
When
International
an asset category
Stocksexceeds the Threshold,
20% the
3% amounts-16.6%
will be highlighted
5%in yellow.
Bonds 10% 1% -8.6% 3%
Cash 5% 1% -4.0% 1%
Real Estate 5% 27% 21.9% 1%

Commodities 5% 1% -3.7% 1%
tments in each category to the targets set in the table below, in rows 19-25.

0.5 0.6 0.7

Value
$ 657,450.00
$ 33,732.00
$ 14,066.00
$ 10,000.00
$ 267,813.75

$ 12,581.00