Sheet 1 Start Investment Tracker Investment Tracker Portfolio Portfolio Add your investments, type ticker symbols, company names, or fund names over the examples or add more on additional rows Select an asset category and enter the number of shares Click the Add Column button to add additional columns like Ticker Symbol or Exchange To refresh the data, click any of the stocks On the Data tab, in the Queries & Connections group, click Refresh All or press CtrlAltF5 Asset Allocation Asset Allocation Change Categories and My Target to customize to your portfolio goals When ...
Sheet 1 Investment Table Name of Institution Annual Investment Report (Including Deposits) August 31, 20XX Market Value Investment or Deposit Type Publicly Traded Equity and Similar Investments Common Stock (US and foreign stocks held in separately managed accounts or internally managed by institution investment staff; exclude mutual or commingled funds) EquityStock Mutual Funds Balanced Mutual Funds (where target allocation is > 50% equities) "Commonfund" Equity Commingled Funds Other Equity Commingled Funds (if primarily invested in publicly traded equities) Preferred Stock Other list by type Total Publicly Traded Equity and Similar Investments 000 & ...
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