Rebalancing template/spreadsheet

[InvestorNewb]

Hello,

Can anyone recommend a free rebalancing template/spreadsheet download for Microsoft Excel?

I'm looking for one that shows current allocation and desired allocation, and how much money needs to be reinvested to reach the desired allocation.

I'm also looking for one that is easy on the eyes - so simple & aesthetic.

Thanks!

[SSSS]

I could send you a copy of mine if you like the look of it. It's a Google Docs spreadsheet so that it can update prices automatically -- it could be exported to Excel, but the automatic price updating would be lost. I've heard there are ways to do automatic price updating in Excel, but I haven't messed with it.



Only the blue cells are edited directly; everything else is calculated from them. Column H has several levels of conditional formatting going from yellow to red as things dirft further out of balance. If you're not using ETFs and don't have to worry about rounding off to the nearest share, some of the columns could be deleted.

[InvestorNewb]

Thanks for the offer, SSSS. I'm also using ETFs, but I am looking for something a little simpler.

I also don't have Google Docs, so I would prefer to use a remote template.

[DSInvestor]

I also like Google Docs which is free. If you have a gmail account, you have google docs. The GoogleFinance() function in Google Docs makes it really easy to get prices for US stocks, ETFs and mutual funds. Once you have that, you can design the spreadsheet yourself very easily.

Here's a page describing the googlefinance() function:
http://support.google.com/drive/bin/ans ... wer=155178

[nydad]

You can use the smf_addin (http://finance.groups.yahoo.com/group/smf_addin/) to pull stock quotes into excel. There are others as well...

[Raptor]

I could send you a copy of mine if you like the look of it. It's a Google Docs spreadsheet so that it can update prices automatically -- it could be exported to Excel, but the automatic price updating would be lost. I've heard there are ways to do automatic price updating in Excel, but I haven't messed with it.



Only the blue cells are edited directly; everything else is calculated from them. Column H has several levels of conditional formatting going from yellow to red as things dirft further out of balance. If you're not using ETFs and don't have to worry about rounding off to the nearest share, some of the columns could be deleted.

SSSS, this is exactly what I've been looking for. I prefer to use Google docs for this - would love a copy / link, if you can make it available. Many thanks!

[grabiner]

There are links to several examples on the wiki, as well as a guide for how to make your own:Using a Spreadsheet to Maintain a Portfolio

[money]

Awesome Google Docs suggestion for automatic price updates, thanks!

http://support.google.com/drive/bin/ans ... wer=155178