• Advanced Portfolio TrackerAdvanced Portfolio TrackerQuick View
    • Advanced Portfolio TrackerAdvanced Portfolio TrackerQuick View
    • Advanced Portfolio Tracker

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    • The Advanced Portfolio Tracker is a powerful Google Spreadsheets tool for effective tracking of your performance. The main functions of the Advanced Portfolio Tracker have the following main attributes: i) Portfolio tracker with portfolio correlation/covariance matrix ii) Transaction tracking (buy/sell/dividend) iii) Personal finance dashboard with key data of your portfolio’s performance iv) An economic dashboard With this powerful dashboard, you…
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  • Simplified Portfolio TrackerSimplified Portfolio TrackerQuick View
    • Simplified Portfolio TrackerSimplified Portfolio TrackerQuick View
    • Simplified Portfolio Tracker

    •  20
    • Keep track of your portfolio and get signals of when it is time to rebalance it with this easy-to-use tool. This Google Spreadsheet file allows you to keep track of a portfolio with support of up to 10 assets. Get key details of your portfolio such as volatility, covariance matrix, Sharpe ratio, and expected return for the past 12 months.…
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  • Simplified Portfolio Tracker LiteQuick View
    • Simplified Portfolio Tracker LiteQuick View
    • Simplified Portfolio Tracker Lite

    •  5
    • The Portfolio Tracker Simplified Lite is a useful resource for easily tracking a portfolio of up to 10 assets. With this Google Spreadsheet you get: Reminders and suggestions for rebalancing your portfolio based on divergence sensitivity of your choice (how much holdings may deviate from your aimed allocation) Suggestions of where to allocate monthly savings Key performance data of your…
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  • Inflation and Growth Rate SpreadsheetQuick View
    • Inflation and Growth Rate SpreadsheetQuick View
    • Inflation and Growth Rate Spreadsheet

    •  0
    • Risk parity portfolio strategies, such as the All Seasons Portfolio strategy, are built to withstand changes in inflation and economic growth. It is the unanticipated changes in these environments that cause the greatest swings in the values of asset classes. Even though a risk parity portfolio will hold out against such changes, it is important to, at all times, have…
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