Portfolio Review Spreadsheet
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IMPORTANT NOTE: You cannot edit this spreadsheet.
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Please make a copy by following these steps:
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Google Sheets copy:
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Log into your Google account (if you don't have a Google account it only takes a minute to create one)
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Create a copy of the spreadsheet by clicking on File > Make a copy...
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Edit your copy of the spreadsheet.
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MS Excel copy:
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Download as an Excel file by clicking on File > Download as > Microsoft Excel
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Edit the downloaded copy of the spreadsheet.
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Portfolio Review Spreadsheet
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This spreadsheet will help you measure your portfolio's diversity in several ways.
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It will also allow you to rank your current holdings, a watchlist or any other list of shares by a handful of important metrics.
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Please see the instruction sheets for more details.
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