Income Portfolio Planner updated

12/9/20251 min read

The Income Portfolio Planner spreadsheet was updated (r5) to include;

  • Able to handle any number of years of historical data and plot graphs correcly

  • For the Income Portfolio Alt tab, created a combined return and standard deviation table for all investments

  • For the Income Portfolio tab, added a return and standard deviation table for all investments

  • Added error messages if asset allocation is not correctly entered

  • Fixed graphs to display correctly when less than 15 years of data is used

  • Changed the example portfolio data and made them identical for both examples

  • Updated README tab to reflect changes

The Excel, Open Office, and Libre Office files are available in the download location provided with prior purchase.