Model Portfolios in Excel

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Hello,

Can you made the model portfolios available in excel? It would be nice to have a workbook that has a spreadsheet for all the model portfolios including the foundation stocks, thanks!

Dave

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Asked on February 19, 2023 7:58 am
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Private answer

Hey there. Interesting concept. What exactly would you want inside of the excel file? If you can give me some details on how you'd want it constructed we could see if it can be done.

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Posted by Dan Kent
Answered on February 20, 2023 11:06 am
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Hi Dan, I'm also interested in obtaining such a file to track my portfolio. As a new premium member, I expected to find such a valuable feature here. From what I've seen elsewhere, the offered resources use G-Sheet and update automatically. Did you provide such a resource already or elsewhere on the site? I am excited to hear back from you. Respectfully, Alexis
(alexis.rioux@gmail.com at September 8, 2024 9:55 am)
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Like this one: https://themeasureofaplan.com/investment-portfolio-tracker/
(alexis.rioux@gmail.com at September 8, 2024 10:12 am)
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Ideally, it is more like this one: https://www.wisesheets.io/?utm_campaign=pmax-usa-ca-uk-es&utm_term=&utm_source=google&utm_medium=cpc&gad_source=1&gbraid=0AAAAAoOrSmDaru4QHD352jHXpp6DNNkvg&gclid=Cj0KCQjwlvW2BhDyARIsADnIe-JdrCQ1kC-E7TBti-pWDqutNlEj7XSxK1xKLtUOsH9eNrgKu-HOZlgaAutgEALw_wcB
(alexis.rioux@gmail.com at September 8, 2024 10:36 am)
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