Greetings all,
I want to build a personal investment portfolio on google sheets.
There's a few features that I'd like, and my question is, are these features possible? I'm a novice, so forgive me
1. First of all, I'd like my portfolio to be automated in the sense that as I make purchases or sales, the portfolio updates those automatically.
2. I want to be able to break certain funds, like my VLXVX Vanguard Target Retirement fund, into the component parts (US stocks, international stocks, etc), so that my asset allocation includes the underlying components of that fund. As Vanguard adjusts their allocation, I would like that to be updated automatically in my portfolio.
3. I'd like to be able compare my asset allocation to other popular portfolio templates, such as the David Swensen Yale Endowment Portfolio or the 8. Ray Dalio All Weather Portfolio
4. I'd like a pie chart or other graph to visualize it.
5. I want to be able to personalize the asset classes beyond international stocks, into something like "European stocks" or "Chinese stocks"
Does anyone know if these are possible, or if such a template (more or less) exists?
Thank you very much
I want to build a personal investment portfolio on google sheets.
There's a few features that I'd like, and my question is, are these features possible? I'm a novice, so forgive me
1. First of all, I'd like my portfolio to be automated in the sense that as I make purchases or sales, the portfolio updates those automatically.
2. I want to be able to break certain funds, like my VLXVX Vanguard Target Retirement fund, into the component parts (US stocks, international stocks, etc), so that my asset allocation includes the underlying components of that fund. As Vanguard adjusts their allocation, I would like that to be updated automatically in my portfolio.
3. I'd like to be able compare my asset allocation to other popular portfolio templates, such as the David Swensen Yale Endowment Portfolio or the 8. Ray Dalio All Weather Portfolio
4. I'd like a pie chart or other graph to visualize it.
5. I want to be able to personalize the asset classes beyond international stocks, into something like "European stocks" or "Chinese stocks"
Does anyone know if these are possible, or if such a template (more or less) exists?
Thank you very much
Statistics: Posted by Kimball — Fri Aug 30, 2024 8:36 am — Replies 1 — Views 122