With multiple 401(k)s and IRAs, it can be challenging to understand how all your investment accounts add up and perform. This Advanced Portfolio Tracker helps you manage up to 8 portfolios (up to 25 investments each) of different types and view summaries by portfolio, by account type, and in total. Returns and asset allocations are automatically calculated, and tables and graphs provide historical data for review. You can set up an import of fund prices to quickly update the spreadsheet values at any time. Portfolio construction is covered in “What Would Dad Do? Volume 2 - The Middle Years”.

Requires the Excel, LibreOffice, or OpenOffice application. The spreadsheet-formatted files are provided at the download link emailed after checkout.