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How to Use This Spreadsheet
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This spreadsheet is designed to give you clarity, not perfection.
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It mirrors the framework explained in this week’s SheStacksUp newsletter. DOWNLOAD THIS COPY and then enter your data
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1. Where it stands today
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Enter current balances for assets and liabilities.
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This is your baseline. No judgment. Just reality.
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2. How it performed last year
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Enter the 2025 YTD Performance % from your investment statements. Enter n/a where its not applicable i.e cash etc.
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This shows what actually happened, not what you hoped would happen.
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3. Whether it’s worked over time
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Performance Since Investing shows long-term patterns. Get this infor from your investment statement. Enter n/a where its not applicable.
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One bad year doesn’t matter. Patterns do.
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How to read the results
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- If something is steady and performing, leave it alone.
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- If something has stalled over time and this year, look closer.
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How often to update
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Full review once a year at a minimum.
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Optional midyear check-in if something major changes.
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You don’t need perfect data.
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You just need a willingness to look.
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