Remember, in order to make a copy, you'll need a Google account and you'll need to be signed in.
You'll want to make a copy of it so that you can edit it and save your own portfolio. But it will give you a clear picture of how it works. When you go to the spreadsheet, you’ll see a sample portfolio built with Vanguard mutual funds and ETFs. To start, you can see the spreadsheet by clicking here. With his permission, I've created a copy and am sharing it with you today. He built this spreadsheet and shared it with me weeks ago. I have to give a BIG thank you to a reader named Dan. Today I have another option for you-a free spreadsheet that tracks your investments and tells you when it’s time to rebalance your portfolio. It offers a free online financial dashboard that automatically tracks your investments and your spending. There are a lot of tools out there to track your investments. This content has not been provided by, reviewed, approved or endorsed by any advertiser, unless otherwise noted below. We may, however, receive compensation from the issuers of some products mentioned in this article. You can trust the integrity of our balanced, independent financial advice.
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