A Google Spreadsheet for Planning and Balancing an Investment Portfolio

This year I set out to learn about investing and trading on the stock market. I signed up for a practice account on Questrade which comes with a healthy supply of fake cash and started making pretend trades. Pretty soon I realized that I needed a written comprehensive plan, complete with a strategy and specific shares that I want in my portfolio. Google spreadsheets to the rescue!

I found a spreadsheet that serves as a starting point on Dough Roller and added support for multiple accounts and account types.

Here is a direct link to the spreadsheet

The spreadsheet provides a summary of your holdings by account type and asset type, where you can also view the difference between your portfolio allocation and your target allocation.

Below the account summary there is also a visual representation of your target and actual allocations.

Actual holdings are specified on the holdings page by giving a ticker symbol and number of shares owned.

Anything and everything in my blog post could be factually incorrect. Please verify any information you get here with other, more reliable sources and check my math. If you see a problem please let me know in the comments.

Enjoy!