Microsoft Excel Investment Template

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
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Topic Author
cooperdog
Posts: 30
Joined: Fri Sep 03, 2021 7:36 am

Microsoft Excel Investment Template

Post by cooperdog »

Hi all,

Although I use Quicken to track investments, I recently found this Microsoft Excel template to be helpful due to its simplicity and it also includes an asset allocation sheet...

https://templates.office.com/en-US/Inve ... TM00414392

Mike
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