Htown Harry
Thinks s/he gets paid by the post
- Joined
- May 13, 2007
- Messages
- 1,525
One of my 2013 new year's resolutions was to become more disciplined and systematic with our asset allocation and fund re-balancing. I still have 4-1/2 months to make it.
One obstacle has been my use of the My Money financial software for tracking my portfolio. When Microsoft stopped supporting MS Money, one of the features they disabled was an asset allocation tool. Even if it was still available, I believe the only categories available were "stock", "bond" and "mutual fund". I doubt I would find it particularly useful, even if the capabilities were still intact.
I am not interested in changing to another financial software or entering data in a web-based application.
So, I have been resigned to the fact that I would need to create my own spreadsheet from scratch. It's certainly doable, but it will potentially be quite an investment in time for my well-diversified portfolio of over a dozen different holdings spread over several providers and a half-dozen accounts.
Today I came across a blogger's downloadable spreadsheet that looks like a substantial head start on what I have in mind.
Our Asset Allocation Spreadsheet @ Financial Ramblings
I believe I would need to invest just a couple of hours in tweaking this for my own use. Quarterly updates would probably take about half an hour of cutting and pasting current fund values over from My Money.
I would appreciate comments and advice, perhaps with comparisons to other spreadsheets found on the web or your home-grown asset allocation spreadsheets.
One obstacle has been my use of the My Money financial software for tracking my portfolio. When Microsoft stopped supporting MS Money, one of the features they disabled was an asset allocation tool. Even if it was still available, I believe the only categories available were "stock", "bond" and "mutual fund". I doubt I would find it particularly useful, even if the capabilities were still intact.
I am not interested in changing to another financial software or entering data in a web-based application.
So, I have been resigned to the fact that I would need to create my own spreadsheet from scratch. It's certainly doable, but it will potentially be quite an investment in time for my well-diversified portfolio of over a dozen different holdings spread over several providers and a half-dozen accounts.
Today I came across a blogger's downloadable spreadsheet that looks like a substantial head start on what I have in mind.
Our Asset Allocation Spreadsheet @ Financial Ramblings
I believe I would need to invest just a couple of hours in tweaking this for my own use. Quarterly updates would probably take about half an hour of cutting and pasting current fund values over from My Money.
I would appreciate comments and advice, perhaps with comparisons to other spreadsheets found on the web or your home-grown asset allocation spreadsheets.