Portfolio Analysis Spreadsheet
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The UK Value Investor Portfolio Analysis Spreadsheet
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This spreadsheet will allow you to measure how diversified your portfolio is 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.
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Please see the instruction sheets for more details.
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IMPORTANT NOTE: You cannot edit this spreadsheet. In order to make changes you'll need to:
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Be logged into your Google account (if you don't have a Google account they only take a minute or two to create)
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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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Welcome
Diversification - Instructions
Diversification - Example
Diversification - Blank
Rank - Instructions
Rank - Example
Rank - Blank
Legal Info