Once you have a few investment accounts at different institutions, manually adding them up and tracking the total balance over time can be tedious. That’s where the free Portfolio Tracker spreadsheet can help. Just enter each account’s balances weekly, monthly, or quarterly, and the spreadsheet will calculate totals, asset allocation percentages, and investment returns for each portfolio. A summary shows changes in value, additions and withdrawals, and investment returns over time. Using a portfolio-tracking spreadsheet 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.