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The spreadsheet calculates how much you have in each asset class based on column D of the first page of the workbook.

Diff: This column calculates the difference between your target allocation by class and your actual allocation.There are a lot of tools out there to track your investments. It offers a free online financial dashboard that automatically tracks your investments and your spending.Today I have another option for you–a free spreadsheet that tracks your investments and tells you when it’s time to rebalance your portfolio.Just remember to add them in column D of page one and then add a row for each new class on this page.I use both this spreadsheet AND Personal Capital to track my investments.

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