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A guide to using this spreadsheet can be found here:
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https://themeasureofaplan.com/investment-portfolio-tracker/
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If you have any comments on this tool, suggestions for improvement, or general feedback, please send me an email at:
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themeasureofaplan@gmail.com
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A few notes on using this tool:

• "Setup" tab: fill in the yellow highlighted cells with your own info (currencies, investment categories, investment accounts, and stock / ETF symbols)

• "Trade Log" tab: enter each of your buy / sell / split / dividend / return of capital transactions on a separate row

• "Dashboard" tab: this tab will now be automatically updated for you. Select the date and currency that you would like to have your portfolio summarized by. You can also see the performance of your portfolio over time on this tab

• "Your Portfolio Holdings" tab: this tab will automatically show your individual investments at your chosen date

• "Re-Balancing" tab: you can use this tab to calculate what would be needed to re-balance your portfolio to your target asset allocation

• This spreadsheet uses Google Finance to pull the prices of your investments; sometimes Google Finance will give errors for for certain investment symbols or dates; if this is happening, try refreshing the spreadsheet (by refreshing your browser or by pressing 'F5' or 'control+F5'); if this still does not work, you will need to manually enter the prices on the "Your Portfolio Holdings" tab (columns H, AE, and AJ)
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Legend
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Data / info to be entered by you
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